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

Johnson Financial Group Inc (Wisconsin)’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.08M Buy
7,411
+1,034
+16% +$153K 0.04% 169
2025
Q4 		$899K Sell
6,377
-238
-4% -$33.3K 0.03% 176
2025
Q3 		$924K Buy
6,615
+84
+1% +$11.5K 0.03% 184
2025
Q2 		$863K Buy
6,531
+4,023
+160% +$505K 0.04% 167
2025
Q1 		$316K Sell
2,508
-296
-11% -$38.5K 0.02% 280
2024
Q4 		$375K Sell
2,804
-558
-17% -$74.7K 0.02% 236
2024
Q3 		$445K Buy
3,362
+225
+7% +$28.4K 0.02% 247
2024
Q2 		$379K Buy
3,137
+61
+2% +$7.41K 0.02% 239
2024
Q1 		$386K Sell
3,076
-1,923
-38% -$226K 0.02% 227
2023
Q4 		$581K Buy
4,999
+2,800
+127% +$298K 0.03% 169
2023
Q3 		$230K Sell
2,199
-1,364
-38% -$150K 0.02% 238
2023
Q2 		$391K Buy
3,563
+1,130
+46% +$119K 0.03% 207
2023
Q1 		$258K Buy
2,433
+95
+4% +$10.4K 0.02% 247
2022
Q4 		$246K Sell
2,338
-200
-8% -$21K 0.02% 225
2022
Q3 		$267K Sell
2,538
-120
-5% -$12.8K 0.02% 206
2022
Q2 		$270K Sell
2,658
-876
-25% -$97.9K 0.02% 214
2022
Q1 		$423K Sell
3,534
-860
-20% -$101K 0.03% 203
2021
Q4 		$538K Sell
4,394
-73
-2% -$8.71K 0.03% 186
2021
Q3 		$506K Buy
4,467
+107
+2% +$12.4K 0.03% 180
2021
Q2 		$501K Sell
4,360
-11
-0.3% -$1.26K 0.03% 183
2021
Q1 		$478K Sell
4,371
-411
-9% -$42.8K 0.03% 184
2020
Q4 		$464K Sell
4,782
-2,812
-37% -$254K 0.04% 166
2020
Q3 		$614K Sell
7,594
-1,871
-20% -$151K 0.06% 130
2020
Q2 		$724K Sell
9,465
-34,721
-79% -$2.53M 0.08% 105
2020
Q1 		$2.83M Sell
44,186
-500,124
-92% -$42.8M 0.34% 44
2019
Q4 		$51.6M Buy
544,310
+536,515
+6,883% +$49M 4.66% 5
2019
Q3 		$700K Sell
7,795
-134
-2% -$11.9K 0.06% 148
2019
Q2 		$706K Sell
7,929
-825
-9% -$72.5K 0.06% 145
2019
Q1 		$760K Buy
8,754
+556
+7% +$46.9K 0.07% 138
2018
Q4 		$626K Buy
8,198
+1,217
+17% +$102K 0.06% 151
2018
Q3 		$630K Hold
6,981
– – 0.06% 159
2018
Q2 		$618K Sell
6,981
-422
-6% -$37.1K 0.07% 153
2018
Q1 		$640K Buy
7,403
+675
+10% +$59.8K 0.08% 147
2017
Q4 		$600K Buy
6,728
+965
+17% +$83.9K 0.07% 159
2017
Q3 		$489K Buy
5,763
+774
+16% +$64.9K 0.06% 162
2017
Q2 		$420K Buy
4,989
+587
+13% +$48.8K 0.06% 179
2017
Q1 		$365K Buy
4,402
+567
+15% +$46.8K 0.05% 223
2016
Q4 		$308K Buy
3,835
+200
+6% +$15.6K 0.04% 234
2016
Q3 		$279K Hold
3,635
– – 0.04% 237
2016
Q2 		$270K Buy
3,635
+555
+18% +$40.2K 0.04% 251
2016
Q1 		$218K Sell
3,080
-370
-11% -$24.4K 0.04% 238
2015
Q4 		$237K Hold
3,450
– – 0.05% 230
2015
Q3 		$231K Sell
3,450
-450
-12% -$32K 0.05% 231
2015
Q2 		$288K Buy
3,900
+105
+3% +$7.91K 0.06% 220
2015
Q1 		$286K Buy
3,795
+2,965
+357% +$221K 0.06% 229
2014
Q4 		$61K Buy
+830
New +$59.7K 0.01% 460

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TCIIS
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FCBT
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Johnson Financial Group Inc (Wisconsin)'s IWS Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 16% in Q1 2026, buying an estimated $153K and bringing the position to 7,411 shares worth $1.08M. The position accounts for 0.04% of the portfolio, ranked #169.

Johnson Financial Group Inc (Wisconsin) first reported a position in IWS in Q4 2014 and has held it in 46 quarters since. The position peaked at $51.6M in Q4 2019. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) held 7,411 shares of iShares Russell Mid-Cap Value ETF worth $1.08M as of Q1 2026.
  • Johnson Financial Group Inc (Wisconsin) bought 1,034 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $153K.
  • iShares Russell Mid-Cap Value ETF made up 0.04% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #169 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2014 and has held it in 46 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s iShares Russell Mid-Cap Value ETF position peaked at $51.6M in Q4 2019.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

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