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IWM
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Position history for JOHNSON INVESTMENT COUNSEL INC's holdings in ISHARES TR

JOHNSON INVESTMENT COUNSEL INC holds 310,334 shares of IWM (ISHARES TR), worth $77M as of 2026-Q1. The position was increased (+9.8% shares). IWM represents 0.6% of JOHNSON INVESTMENT COUNSEL INC's portfolio.

Current Value

$77M

Current Shares

310,334

Total Value Change

+$34.6M

Total Shares Change

+101,416

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
310,334
+9.8%
$77M0.6%$259.24
46
2025-Q4
Increased
282,631
+20.0%
$69.6M0.6%$248.03
50
2025-Q3
Increased
235,602
+7.2%
$57M0.5%$240.81
38
2025-Q2
Decreased
219,750
-0.7%
$47.4M0.4%$214.15
0
2025-Q1
Increased
221,311
+0.9%
$44.1M0.4%$198.67
35
2024-Q4
Increased
219,224
+5.6%
$48.4M0.5%$218.23
37
2024-Q3
Decreased
207,521
-0.7%
$45.8M0.5%$217.23
0
2024-Q2
Increased
208,918
+2.1%
$42.4M0.4%$199.36
36

Other major holders of IWM: BANK OF AMERICA CORP /DE/, MORGAN STANLEY

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