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

Johnson Financial Group Inc (Wisconsin)’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$41.8K Hold
106
– – ﹤0.01% 498
2026
Q1 		$33.3K Buy
106
+16
+18% +$5.32K ﹤0.01% 514
2025
Q4 		$29.1K Buy
90
+75
+500% +$24.4K ﹤0.01% 550
2025
Q3 		$4.8K Buy
+15
New +$4.53K ﹤0.01% 852
2025
Q2 		– Sell
-36
Closed -$9.2K – 809
2025
Q1 		$9.2K Sell
36
-15
-29% -$4.23K ﹤0.01% 771
2024
Q4 		$15.1K Sell
51
-273
-84% -$80.8K ﹤0.01% 617
2024
Q3 		$92K Buy
324
+260
+406% +$71.2K ﹤0.01% 455
2024
Q2 		$16.8K Buy
64
+28
+78% +$7.27K ﹤0.01% 530
2024
Q1 		$9.75K Hold
36
– – ﹤0.01% 559
2023
Q4 		$9.08K Buy
+36
New +$8.12K ﹤0.01% 667
2023
Q3 		– Sell
-282
Closed -$68.4K – 665
2023
Q2 		$68.4K Hold
282
– – ﹤0.01% 376
2023
Q1 		$64K Hold
282
– – ﹤0.01% 378
2022
Q4 		$60.5K Hold
282
– – ﹤0.01% 329
2022
Q3 		$64K Hold
282
– – 0.01% 331
2022
Q2 		$58K Sell
282
-276
-49% -$61.5K ﹤0.01% 377
2022
Q1 		$143K Hold
558
– – 0.01% 304
2021
Q4 		$163K Hold
558
– – 0.01% 298
2021
Q3 		$164K Hold
558
– – 0.01% 278
2021
Q2 		$174K Hold
558
– – 0.01% 285
2021
Q1 		$168K Buy
+558
New +$173K 0.01% 281

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Johnson Financial Group Inc (Wisconsin) held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 106 shares worth $41.8K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

Johnson Financial Group Inc (Wisconsin) first reported a position in IWO in Q1 2021 and has held it in 20 quarters since. The position peaked at $174K in Q2 2021. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 106 shares of iShares Russell 2000 Growth ETF worth $41.8K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #498 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in iShares Russell 2000 Growth ETF in Q1 2021 and has held it in 20 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s iShares Russell 2000 Growth ETF position peaked at $174K in Q2 2021.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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