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Johnson Financial Group Inc (Wisconsin)’s iShares Russell 3000 ETF IWV Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.62M Sell
3,803
-51
-1% -$21K 0.05% 136
2026
Q1 		$1.43M Buy
3,854
+138
+4% +$53.4K 0.05% 141
2025
Q4 		$1.44M Sell
3,716
-371
-9% -$142K 0.05% 137
2025
Q3 		$1.55M Buy
4,087
+471
+13% +$172K 0.06% 140
2025
Q2 		$1.27M Buy
3,616
+2,475
+217% +$804K 0.06% 143
2025
Q1 		$362K Hold
1,141
– – 0.02% 258
2024
Q4 		$393K Sell
1,141
-51
-4% -$17.2K 0.02% 232
2024
Q3 		$389K Buy
1,192
+68
+6% +$21.4K 0.02% 268
2024
Q2 		$347K Sell
1,124
-106
-9% -$31.6K 0.02% 250
2024
Q1 		$369K Sell
1,230
-176
-13% -$50.2K 0.02% 231
2023
Q4 		$385K Sell
1,406
-7,789
-85% -$1.99M 0.02% 214
2023
Q3 		$2.26M Buy
9,195
+440
+5% +$112K 0.16% 65
2023
Q2 		$2.23M Sell
8,755
-3,220
-27% -$774K 0.15% 72
2023
Q1 		$2.82M Buy
11,975
+11,160
+1,369% +$2.58M 0.2% 55
2022
Q4 		$180K Sell
815
-73
-8% -$16.2K 0.01% 254
2022
Q3 		$198K Sell
888
-15,472
-95% -$3.56M 0.02% 241
2022
Q2 		$3.56M Buy
16,360
+3,314
+25% +$785K 0.25% 47
2022
Q1 		$3.42M Sell
13,046
-92
-0.7% -$23.8K 0.24% 47
2021
Q4 		$3.65M Sell
13,138
-10
-0.1% -$2.71K 0.23% 44
2021
Q3 		$3.35M Sell
13,148
-50
-0.4% -$13.1K 0.23% 49
2021
Q2 		$3.38M Sell
13,198
-408
-3% -$102K 0.22% 52
2021
Q1 		$3.23M Buy
13,606
+13,551
+24,638% +$3.15M 0.22% 51
2020
Q4 		$12K Hold
55
– – ﹤0.01% 437
2020
Q3 		$11K Hold
55
– – ﹤0.01% 372
2020
Q2 		$10K Hold
55
– – ﹤0.01% 369
2020
Q1 		$8K Hold
55
– – ﹤0.01% 394
2019
Q4 		$10K Hold
55
– – ﹤0.01% 409
2019
Q3 		$10K Buy
55
+23
+72% +$3.99K ﹤0.01% 446
2019
Q2 		$6K Hold
32
– – ﹤0.01% 482
2019
Q1 		$5K Buy
+32
New +$5.14K ﹤0.01% 466

Other funds holding IWV

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Johnson Financial Group Inc (Wisconsin) reduced its iShares Russell 3000 ETF (IWV) stake by 1.3% in Q2 2026, selling an estimated $21K and leaving 3,803 shares worth $1.62M. The position accounts for 0.05% of the portfolio, ranked #136.

Johnson Financial Group Inc (Wisconsin) first reported a position in IWV in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.65M in Q4 2021. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 3,803 shares of iShares Russell 3000 ETF worth $1.62M as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 51 iShares Russell 3000 ETF shares in Q2 2026, an estimated $21K.
  • iShares Russell 3000 ETF made up 0.05% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #136 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in iShares Russell 3000 ETF in Q1 2019 and has held it in 30 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s iShares Russell 3000 ETF position peaked at $3.65M in Q4 2021.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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