JFGLC
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Johnson Financial Group LLC (Colorado)’s iShares S&P 500 Growth ETF IVW Stock Holding History

Johnson Financial Group LLC (Colorado)’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$474K Sell
4,188
-331
-7% -$39.8K 0.03% 95
2025
Q4 		$557K Buy
+4,519
New +$553K 0.03% 68

Other funds holding IVW

Envestnet Asset Management
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Johnson Financial Group LLC (Colorado)'s IVW Position: Q1 2026 in Review

Johnson Financial Group LLC (Colorado) reduced its iShares S&P 500 Growth ETF (IVW) stake by 7.3% in Q1 2026, selling an estimated $39.8K and leaving 4,188 shares worth $474K. The position accounts for 0.03% of the portfolio, ranked #95.

Johnson Financial Group LLC (Colorado) first reported a position in IVW in Q4 2025 and has held it in 2 quarters since. The position peaked at $557K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Johnson Financial Group LLC (Colorado) held 4,188 shares of iShares S&P 500 Growth ETF worth $474K as of Q1 2026.
  • Johnson Financial Group LLC (Colorado) sold 331 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $39.8K.
  • iShares S&P 500 Growth ETF made up 0.03% of Johnson Financial Group LLC (Colorado)'s portfolio in Q1 2026, its #95 holding.
  • Johnson Financial Group LLC (Colorado) first reported a position in iShares S&P 500 Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Johnson Financial Group LLC (Colorado)'s iShares S&P 500 Growth ETF position peaked at $557K in Q4 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q1 2026, filed 14 May 2026.