Johnson Financial Group LLC (Colorado)’s iShares Russell 1000 ETF IWB Stock Holding History

Johnson Financial Group LLC (Colorado)’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.61M	Buy	7,331 +12	+0.2%	+$4.47K	0.17%	32
2025 Q4	$2.73M	Buy	+7,319	New	+$2.71M	0.17%	28
2018 Q1	$346K	Buy	2,360 +786	+50%	+$119K	0.28%	29
2017 Q4	$234K	Buy	+1,574	New	+$228K	0.18%	66
2017 Q1	–	Sell	-1,867	Closed	-$232K	–	81
2016 Q4	$232K	Buy	+1,867	New	+$227K	0.19%	83

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Johnson Financial Group LLC (Colorado) increased its iShares Russell 1000 ETF (IWB) stake by 0.16% in Q1 2026, buying an estimated $4.47K and bringing the position to 7,331 shares worth $2.61M. The position accounts for 0.17% of the portfolio, ranked #32.

Johnson Financial Group LLC (Colorado) first reported a position in IWB in Q4 2016 and has held it in 5 quarters since. The position peaked at $2.73M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Johnson Financial Group LLC (Colorado) held 7,331 shares of iShares Russell 1000 ETF worth $2.61M as of Q1 2026.
Johnson Financial Group LLC (Colorado) bought 12 iShares Russell 1000 ETF shares in Q1 2026, an estimated $4.47K.
iShares Russell 1000 ETF made up 0.17% of Johnson Financial Group LLC (Colorado)'s portfolio in Q1 2026, its #32 holding.
Johnson Financial Group LLC (Colorado) first reported a position in iShares Russell 1000 ETF in Q4 2016 and has held it in 5 quarters since.
Johnson Financial Group LLC (Colorado)'s iShares Russell 1000 ETF position peaked at $2.73M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

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