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Johnson Financial Group Inc (Wisconsin)’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio VLUE Stock Details VLUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-129
Closed -$18.3K – 948
2026
Q1 		$18.3K Buy
+129
New +$18.9K ﹤0.01% 573
2022
Q3 		– Sell
-129
Closed -$12K – 782
2022
Q2 		$12K Hold
129
– – ﹤0.01% 523
2022
Q1 		$13K Hold
129
– – ﹤0.01% 567
2021
Q4 		$14K Hold
129
– – ﹤0.01% 596
2021
Q3 		$13K Buy
+129
New +$13.4K ﹤0.01% 533

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MMI
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WBG
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Johnson Financial Group Inc (Wisconsin)'s VLUE Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) sold out of iShares MSCI USA Value Factor ETF (VLUE) in Q2 2026, closing a stake of 129 shares — an estimated $18.3K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in VLUE in Q3 2021 and held it in 5 quarters. The position peaked at $18.3K in Q1 2026. 624 funds tracked by Wall St. Rank hold VLUE as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining iShares MSCI USA Value Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 129 iShares MSCI USA Value Factor ETF shares in Q2 2026, an estimated $18.3K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in iShares MSCI USA Value Factor ETF in Q3 2021 and held it in 5 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s iShares MSCI USA Value Factor ETF position peaked at $18.3K in Q1 2026.
  • 624 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2026.

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