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Johnson Financial Group Inc (Wisconsin)’s iShares Russell 2000 Value ETF IWN Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.15M Buy
5,210
+50
+1% +$10.5K 0.04% 163
2026
Q1 		$978K Sell
5,160
-76
-1% -$14.7K 0.04% 175
2025
Q4 		$949K Buy
5,236
+1,531
+41% +$275K 0.04% 168
2025
Q3 		$655K Sell
3,705
-784
-17% -$132K 0.02% 217
2025
Q2 		$708K Buy
4,489
+881
+24% +$131K 0.03% 182
2025
Q1 		$545K Sell
3,608
-93
-3% -$15K 0.03% 209
2024
Q4 		$620K Sell
3,701
-1,330
-26% -$227K 0.03% 194
2024
Q3 		$839K Buy
5,031
+1,614
+47% +$262K 0.04% 173
2024
Q2 		$520K Sell
3,417
-1,853
-35% -$283K 0.03% 206
2024
Q1 		$837K Hold
5,270
– – 0.05% 133
2023
Q4 		$819K Buy
5,270
+4,839
+1,123% +$670K 0.04% 130
2023
Q3 		$58.8K Hold
431
– – ﹤0.01% 380
2023
Q2 		$60.7K Hold
431
– – ﹤0.01% 386
2023
Q1 		$59.1K Buy
431
+2
+0.5% +$290 ﹤0.01% 390
2022
Q4 		$59.5K Hold
429
– – ﹤0.01% 331
2022
Q3 		$60K Sell
429
-405
-49% -$58.5K 0.01% 338
2022
Q2 		$114K Sell
834
-5,850
-88% -$870K 0.01% 303
2022
Q1 		$1.08M Sell
6,684
-1,286
-16% -$205K 0.08% 124
2021
Q4 		$1.32M Sell
7,970
-1,112
-12% -$185K 0.08% 112
2021
Q3 		$1.46M Sell
9,082
-46
-0.5% -$7.39K 0.1% 98
2021
Q2 		$1.51M Sell
9,128
-689
-7% -$114K 0.1% 95
2021
Q1 		$1.56M Buy
+9,817
New +$1.48M 0.11% 91
2020
Q2 		– Sell
-22,675
Closed -$1.86M – 465
2020
Q1 		$1.86M Sell
22,675
-22,600
-50% -$2.54M 0.22% 57
2019
Q4 		$5.82M Buy
45,275
+350
+0.8% +$43.3K 0.53% 30
2019
Q3 		$5.36M Sell
44,925
-1,559
-3% -$184K 0.49% 39
2019
Q2 		$5.6M Sell
46,484
-45
-0.1% -$5.43K 0.5% 38
2019
Q1 		$5.58M Buy
46,529
+2,150
+5% +$257K 0.49% 36
2018
Q4 		$4.77M Buy
44,379
+40,384
+1,011% +$4.86M 0.49% 40
2018
Q3 		$531K Hold
3,995
– – 0.05% 168
2018
Q2 		$527K Sell
3,995
-605
-13% -$78K 0.06% 163
2018
Q1 		$561K Sell
4,600
-6,050
-57% -$758K 0.07% 158
2017
Q4 		$1.34M Buy
10,650
+10,050
+1,675% +$1.26M 0.16% 106
2017
Q3 		$74K Hold
600
– – 0.01% 307
2017
Q2 		$71K Hold
600
– – 0.01% 323
2017
Q1 		$71K Buy
+600
New +$71.2K 0.01% 360
2016
Q4 		– Sell
-400
Closed -$42K – 694
2016
Q3 		$42K Buy
+400
New +$41K 0.01% 420
2013
Q3 		– Sell
-200
Closed -$17K – 689
2013
Q2 		$17K Buy
+200
New +$16.9K ﹤0.01% 527

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s IWN Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) increased its iShares Russell 2000 Value ETF (IWN) stake by 0.97% in Q2 2026, buying an estimated $10.5K and bringing the position to 5,210 shares worth $1.15M. The position accounts for 0.04% of the portfolio, ranked #163.

Johnson Financial Group Inc (Wisconsin) first reported a position in IWN in Q2 2013 and has held it in 37 quarters since. The position peaked at $5.82M in Q4 2019. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 5,210 shares of iShares Russell 2000 Value ETF worth $1.15M as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) bought 50 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $10.5K.
  • iShares Russell 2000 Value ETF made up 0.04% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #163 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 37 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s iShares Russell 2000 Value ETF position peaked at $5.82M in Q4 2019.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.