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Johnson Financial Group Inc (Wisconsin)’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.78M Sell
37,298
-9,148
-20% -$1.24M 0.17% 69
2025
Q4 		$6.36M Buy
46,446
+43
+0.1% +$6.01K 0.24% 51
2025
Q3 		$6.61M Buy
46,403
+10,615
+30% +$1.5M 0.25% 49
2025
Q2 		$4.96M Buy
35,788
+2,622
+8% +$332K 0.22% 61
2025
Q1 		$3.9M Sell
33,166
-5,283
-14% -$679K 0.19% 69
2024
Q4 		$5.18M Sell
38,449
-21,722
-36% -$2.76M 0.24% 53
2024
Q3 		$7.06M Sell
60,171
-4,104
-6% -$459K 0.32% 46
2024
Q2 		$7.09M Sell
64,275
-3,822
-6% -$420K 0.34% 41
2024
Q1 		$7.77M Sell
68,097
-17,433
-20% -$1.89M 0.42% 29
2023
Q4 		$8.93M Sell
85,530
-13,570
-14% -$1.29M 0.49% 28
2023
Q3 		$9.06M Buy
99,100
+4,289
+5% +$410K 0.63% 21
2023
Q2 		$9.16M Sell
94,811
-13,368
-12% -$1.22M 0.63% 21
2023
Q1 		$9.85M Sell
108,179
-232,055
-68% -$20.7M 0.7% 20
2022
Q4 		$28.4M Buy
340,234
+254,793
+298% +$21.4M 2.25% 9
2022
Q3 		$7.18M Sell
85,441
-92,367
-52% -$7.95M 0.66% 24
2022
Q2 		$14.1M Buy
177,808
+157,318
+768% +$13.7M 1.01% 19
2022
Q1 		$2.06M Sell
20,490
-3,676
-15% -$366K 0.15% 72
2021
Q4 		$2.78M Buy
24,166
+7,028
+41% +$819K 0.18% 58
2021
Q3 		$1.92M Sell
17,138
-501
-3% -$57.6K 0.13% 80
2021
Q2 		$2M Buy
17,639
+157
+0.9% +$16.8K 0.13% 79
2021
Q1 		$1.78M Sell
17,482
-380
-2% -$39.7K 0.12% 84
2020
Q4 		$1.83M Buy
17,862
+1,338
+8% +$127K 0.16% 74
2020
Q3 		$1.43M Sell
16,524
-820
-5% -$69.2K 0.15% 75
2020
Q2 		$1.37M Sell
17,344
-3,594
-17% -$261K 0.15% 73
2020
Q1 		$1.27M Sell
20,938
-2,938
-12% -$214K 0.15% 74
2019
Q4 		$1.82M Sell
23,876
-798
-3% -$58.5K 0.16% 71
2019
Q3 		$1.74M Buy
24,674
+616
+3% +$44.3K 0.16% 96
2019
Q2 		$1.72M Sell
24,058
-94
-0.4% -$6.54K 0.15% 98
2019
Q1 		$1.64M Buy
24,152
+2,838
+13% +$182K 0.15% 93
2018
Q4 		$1.21M Buy
21,314
+12,992
+156% +$790K 0.12% 111
2018
Q3 		$564K Buy
8,322
+262
+3% +$17.4K 0.06% 166
2018
Q2 		$510K Sell
8,060
-252
-3% -$15.9K 0.06% 165
2018
Q1 		$511K Sell
8,312
-226
-3% -$14.1K 0.06% 164
2017
Q4 		$515K Buy
8,538
+338
+4% +$19.9K 0.06% 171
2017
Q3 		$464K Sell
8,200
-32
-0.4% -$1.76K 0.06% 165
2017
Q2 		$445K Sell
8,232
-110
-1% -$5.85K 0.06% 173
2017
Q1 		$433K Buy
8,342
+772
+10% +$39.4K 0.05% 212
2016
Q4 		$369K Sell
7,570
-118
-2% -$5.69K 0.05% 220
2016
Q3 		$374K Hold
7,688
– – 0.05% 219
2016
Q2 		$360K Buy
7,688
+800
+12% +$37K 0.05% 224
2016
Q1 		$317K Sell
6,888
-182
-3% -$7.86K 0.06% 212
2015
Q4 		$325K Hold
7,070
– – 0.07% 207
2015
Q3 		$313K Buy
7,070
+120
+2% +$5.69K 0.07% 202
2015
Q2 		$337K Buy
6,950
+150
+2% +$7.4K 0.07% 212
2015
Q1 		$333K Buy
6,800
+3,840
+130% +$183K 0.07% 212
2014
Q4 		$138K Buy
2,960
+1,260
+74% +$57K 0.03% 306
2014
Q3 		$75K Hold
1,700
– – 0.02% 388
2014
Q2 		$76K Buy
1,700
+460
+37% +$19.8K 0.02% 395
2014
Q1 		$53K Hold
1,240
– – 0.02% 369
2013
Q4 		$52K Buy
+1,240
New +$50.1K 0.02% 367

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s IWP Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 20% in Q1 2026, selling an estimated $1.24M and leaving 37,298 shares worth $4.78M. The position accounts for 0.17% of the portfolio, ranked #69.

Johnson Financial Group Inc (Wisconsin) first reported a position in IWP in Q4 2013 and has held it in 50 quarters since. The position peaked at $28.4M in Q4 2022. 1,173 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) held 37,298 shares of iShares Russell Mid-Cap Growth ETF worth $4.78M as of Q1 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 9,148 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $1.24M.
  • iShares Russell Mid-Cap Growth ETF made up 0.17% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #69 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2013 and has held it in 50 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s iShares Russell Mid-Cap Growth ETF position peaked at $28.4M in Q4 2022.
  • 1,173 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.