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

Johnson Financial Group Inc (Wisconsin)’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.71M Buy
79,331
+23,722
+43% +$2.37M 0.28% 45
2025
Q4 		$5.35M Sell
55,609
-6,467
-10% -$622K 0.2% 61
2025
Q3 		$5.99M Buy
62,076
+8,942
+17% +$848K 0.22% 54
2025
Q2 		$4.89M Buy
53,134
+2,674
+5% +$231K 0.22% 64
2025
Q1 		$4.29M Sell
50,460
-1,692
-3% -$151K 0.21% 62
2024
Q4 		$4.8M Sell
52,152
-10,073
-16% -$914K 0.23% 60
2024
Q3 		$5.48M Buy
62,225
+4,440
+8% +$374K 0.25% 62
2024
Q2 		$4.69M Sell
57,785
-1,124
-2% -$91.5K 0.23% 60
2024
Q1 		$4.95M Sell
58,909
-7,945
-12% -$630K 0.27% 42
2023
Q4 		$5.2M Sell
66,854
-6,471
-9% -$460K 0.28% 38
2023
Q3 		$5.09M Sell
73,325
-3,400
-4% -$248K 0.35% 28
2023
Q2 		$5.6M Sell
76,725
-5,386
-7% -$375K 0.39% 30
2023
Q1 		$5.74M Sell
82,111
-134,541
-62% -$9.5M 0.41% 27
2022
Q4 		$14.6M Buy
216,652
+126,199
+140% +$8.51M 1.16% 20
2022
Q3 		$6.01M Sell
90,453
-89,707
-50% -$6.17M 0.55% 28
2022
Q2 		$11.7M Buy
180,160
+125,736
+231% +$8.95M 0.83% 23
2022
Q1 		$4.25M Buy
54,424
+6,449
+13% +$496K 0.3% 38
2021
Q4 		$3.98M Buy
47,975
+65
+0.1% +$5.33K 0.25% 40
2021
Q3 		$3.75M Sell
47,910
-79
-0.2% -$6.33K 0.25% 39
2021
Q2 		$3.8M Sell
47,989
-1,190
-2% -$92.3K 0.25% 40
2021
Q1 		$3.63M Sell
49,179
-532
-1% -$38.5K 0.24% 40
2020
Q4 		$3.41M Sell
49,711
-955
-2% -$60.8K 0.29% 39
2020
Q3 		$2.91M Sell
50,666
-1,301
-3% -$74.1K 0.3% 46
2020
Q2 		$2.79M Sell
51,967
-68,379
-57% -$3.43M 0.3% 47
2020
Q1 		$5.2M Sell
120,346
-74,691
-38% -$4.11M 0.62% 26
2019
Q4 		$11.6M Sell
195,037
-7,906
-4% -$454K 1.05% 17
2019
Q3 		$11.4M Sell
202,943
-4,687
-2% -$262K 1.04% 18
2019
Q2 		$11.6M Sell
207,630
-75,675
-27% -$4.15M 1.03% 19
2019
Q1 		$15.3M Sell
283,305
-23,158
-8% -$1.2M 1.36% 14
2018
Q4 		$14.2M Buy
306,463
+187,455
+158% +$9.46M 1.47% 14
2018
Q3 		$6.56M Buy
119,008
+4,564
+4% +$250K 0.67% 26
2018
Q2 		$6.07M Sell
114,444
-129,624
-53% -$6.82M 0.67% 25
2018
Q1 		$12.6M Sell
244,068
-150,768
-38% -$7.94M 1.51% 13
2017
Q4 		$20.5M Sell
394,836
-4,200
-1% -$213K 2.52% 8
2017
Q3 		$19.7M Buy
399,036
+54,728
+16% +$2.64M 2.59% 8
2017
Q2 		$16.5M Buy
344,308
+2,912
+0.9% +$138K 2.38% 9
2017
Q1 		$16M Buy
341,396
+53,072
+18% +$2.46M 2.01% 10
2016
Q4 		$12.9M Buy
288,324
+176,540
+158% +$7.72M 1.78% 9
2016
Q3 		$4.87M Sell
111,784
-7,924
-7% -$343K 0.65% 34
2016
Q2 		$5.03M Buy
119,708
+108,252
+945% +$4.47M 0.7% 31
2016
Q1 		$467K Buy
11,456
+200
+2% +$7.61K 0.09% 176
2015
Q4 		$451K Buy
11,256
+6,196
+122% +$253K 0.09% 172
2015
Q3 		$197K Buy
5,060
+300
+6% +$12.4K 0.04% 247
2015
Q2 		$202K Buy
4,760
+2,920
+159% +$127K 0.04% 252
2015
Q1 		$80K Hold
1,840
– – 0.02% 423
2014
Q4 		$77K Buy
1,840
+1,080
+142% +$43.8K 0.02% 415
2014
Q3 		$30K Buy
+760
New +$30.6K 0.01% 513

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Johnson Financial Group Inc (Wisconsin) increased its iShares Russell Mid-Cap ETF (IWR) stake by 43% in Q1 2026, buying an estimated $2.37M and bringing the position to 79,331 shares worth $7.71M. The position accounts for 0.28% of the portfolio, ranked #45.

Johnson Financial Group Inc (Wisconsin) first reported a position in IWR in Q3 2014 and has held it in 47 quarters since. The position peaked at $20.5M in Q4 2017. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) held 79,331 shares of iShares Russell Mid-Cap ETF worth $7.71M as of Q1 2026.
  • Johnson Financial Group Inc (Wisconsin) bought 23,722 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $2.37M.
  • iShares Russell Mid-Cap ETF made up 0.28% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #45 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in iShares Russell Mid-Cap ETF in Q3 2014 and has held it in 47 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s iShares Russell Mid-Cap ETF position peaked at $20.5M in Q4 2017.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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