Johnson Financial Group Inc (Wisconsin)’s iShares S&P 100 ETF OEF Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio OEF Stock Details OEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$471K	Buy	1,288 +513	+66%	+$184K	0.02%	240
2026 Q1	$247K	Hold	775	–	–	0.01%	293
2025 Q4	$266K	Hold	775	–	–	0.01%	292
2025 Q3	$258K	Hold	775	–	–	0.01%	320
2025 Q2	$236K	Hold	775	–	–	0.01%	278
2025 Q1	$210K	Hold	775	–	–	0.01%	341
2024 Q4	$228K	Hold	775	–	–	0.01%	279
2024 Q3	$214K	Buy	+775	New	+$207K	0.01%	342

Other funds holding OEF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Johnson Financial Group Inc (Wisconsin) increased its iShares S&P 100 ETF (OEF) stake by 66% in Q2 2026, buying an estimated $184K and bringing the position to 1,288 shares worth $471K. The position accounts for 0.02% of the portfolio, ranked #240.

Johnson Financial Group Inc (Wisconsin) first reported a position in OEF in Q3 2024 and has held it in 8 quarters since. 1,019 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) held 1,288 shares of iShares S&P 100 ETF worth $471K as of Q2 2026.
Johnson Financial Group Inc (Wisconsin) bought 513 iShares S&P 100 ETF shares in Q2 2026, an estimated $184K.
iShares S&P 100 ETF made up 0.02% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #240 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in iShares S&P 100 ETF in Q3 2024 and has held it in 8 quarters since.
1,019 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

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