JIC
IWB icon

Johnson Investment Counsel’s iShares Russell 1000 ETF IWB Stock Holding History

Johnson Investment Counsel’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 		$506M Buy
1,419,562
+16,281
+1% +$6.07M 4.09% 2
2025
Q4 		$524M Sell
1,403,281
-23,041
-2% -$8.53M 4.28% 2
2025
Q3 		$521M Buy
1,426,322
+21,288
+2% +$7.5M 4.35% 2
2025
Q2 		$477M Buy
1,405,034
+44,732
+3% +$14M 4.28% 2
2025
Q1 		$417M Buy
1,360,302
+31,034
+2% +$10M 4.02% 3
2024
Q4 		$428M Buy
1,329,268
+39,204
+3% +$12.7M 4.17% 3
2024
Q3 		$406M Buy
1,290,064
+10,996
+0.9% +$3.33M 3.99% 3
2024
Q2 		$381M Buy
1,279,068
+28,333
+2% +$8.13M 4.01% 3
2024
Q1 		$360M Buy
1,250,735
+24,936
+2% +$6.83M 3.91% 3
2023
Q4 		$321M Buy
1,225,799
+25,434
+2% +$6.23M 3.78% 4
2023
Q3 		$282M Buy
1,200,365
+6,945
+0.6% +$1.7M 3.63% 4
2023
Q2 		$291M Buy
1,193,420
+7,857
+0.7% +$1.81M 3.61% 4
2023
Q1 		$267M Sell
1,185,563
-24,477
-2% -$5.39M 3.55% 4
2022
Q4 		$255M Sell
1,210,040
-15,006
-1% -$3.18M 3.48% 4
2022
Q3 		$242M Sell
1,225,046
-12,230
-1% -$2.68M 3.58% 4
2022
Q2 		$257M Buy
1,237,276
+9,909
+0.8% +$2.24M 3.65% 4
2022
Q1 		$307M Sell
1,227,367
-3,939
-0.3% -$973K 3.8% 4
2021
Q4 		$326M Sell
1,231,306
-4,715
-0.4% -$1.21M 3.98% 4
2021
Q3 		$299M Buy
1,236,021
+5,777
+0.5% +$1.44M 4% 3
2021
Q2 		$298M Buy
1,230,244
+13,294
+1% +$3.13M 4.12% 3
2021
Q1 		$272M Buy
1,216,950
+29,494
+2% +$6.46M 4.1% 3
2020
Q4 		$252M Buy
1,187,456
+7,641
+0.6% +$1.53M 4.19% 4
2020
Q3 		$221M Sell
1,179,815
-6,683
-0.6% -$1.23M 4.09% 4
2020
Q2 		$204M Sell
1,186,498
-13,876
-1% -$2.24M 4.12% 4
2020
Q1 		$170M Sell
1,200,374
-37,251
-3% -$6.3M 3.76% 3
2019
Q4 		$221M Sell
1,237,625
-52,582
-4% -$8.97M 4.16% 3
2019
Q3 		$212M Sell
1,290,207
-12,154
-0.9% -$1.99M 4.23% 3
2019
Q2 		$212M Sell
1,302,361
-14,511
-1% -$2.32M 4.39% 3
2019
Q1 		$207M Sell
1,316,872
-172
-0% -$26K 4.42% 3
2018
Q4 		$183M Buy
1,317,044
+46,996
+4% +$7.03M 4.44% 3
2018
Q3 		$205M Buy
1,270,048
+25,294
+2% +$4.01M 4.56% 3
2018
Q2 		$189M Buy
1,244,754
+7,358
+0.6% +$1.11M 4.64% 3
2018
Q1 		$182M Buy
1,237,396
+8,461
+0.7% +$1.29M 4.65% 3
2017
Q4 		$183M Buy
1,228,935
+1,749
+0.1% +$253K 4.56% 3
2017
Q3 		$172M Buy
1,227,186
+8,454
+0.7% +$1.16M 4.54% 3
2017
Q2 		$165M Buy
1,218,732
+8,599
+0.7% +$1.15M 4.59% 3
2017
Q1 		$159M Buy
1,210,133
+31,768
+3% +$4.11M 4.59% 3
2016
Q4 		$147M Buy
1,178,365
+12,898
+1% +$1.57M 4.51% 3
2016
Q3 		$140M Buy
1,165,467
+27,874
+2% +$3.35M 4.49% 3
2016
Q2 		$133M Buy
1,137,593
+49,488
+5% +$5.71M 4.38% 3
2016
Q1 		$124M Buy
1,088,105
+43,726
+4% +$4.73M 4.35% 3
2015
Q4 		$118M Buy
1,044,379
+95,162
+10% +$10.9M 4.15% 3
2015
Q3 		$102M Buy
949,217
+34,020
+4% +$3.86M 3.73% 3
2015
Q2 		$106M Buy
915,197
+30,459
+3% +$3.59M 3.57% 3
2015
Q1 		$102M Buy
884,738
+33,665
+4% +$3.89M 3.44% 3
2014
Q4 		$97.6M Buy
851,073
+46,359
+6% +$5.2M 3.21% 3
2014
Q3 		$88.4M Buy
804,714
+21,499
+3% +$2.38M 2.96% 3
2014
Q2 		$86.2M Buy
783,215
+35,124
+5% +$3.74M 3.08% 3
2014
Q1 		$78.4M Buy
748,091
+33,873
+5% +$3.48M 2.88% 3
2013
Q4 		$73.7M Buy
714,218
+30,359
+4% +$3M 2.72% 3
2013
Q3 		$64.4M Buy
683,859
+58,219
+9% +$5.44M 2.57% 5
2013
Q2 		$56.3M Buy
+625,640
New +$56M 2.33% 8

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Johnson Investment Counsel's IWB Position: Q1 2026 in Review

Johnson Investment Counsel increased its iShares Russell 1000 ETF (IWB) stake by 1.2% in Q1 2026, buying an estimated $6.07M and bringing the position to 1,419,562 shares worth $506M. The position accounts for 4.09% of the portfolio, ranked #2.

Johnson Investment Counsel first reported a position in IWB in Q2 2013 and has held it in 52 quarters since. The position peaked at $524M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Johnson Investment Counsel held 1,419,562 shares of iShares Russell 1000 ETF worth $506M as of Q1 2026.
  • Johnson Investment Counsel bought 16,281 iShares Russell 1000 ETF shares in Q1 2026, an estimated $6.07M.
  • iShares Russell 1000 ETF made up 4.09% of Johnson Investment Counsel's portfolio in Q1 2026, its #2 holding.
  • Johnson Investment Counsel first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 52 quarters since.
  • Johnson Investment Counsel's iShares Russell 1000 ETF position peaked at $524M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Johnson Investment Counsel's 13F filing for Q1 2026, filed 4 May 2026.