SEC 13F Intelligence

Johnson Investment Counsel Inc / IWM

Johnson Investment Counsel Inc’s Ishares Tr Position

Does Johnson Investment Counsel Inc own Ishares Tr (IWM)? Yes — 310.3K shares worth $77M (+0.62% of its 13F portfolio) as of Q1 2026, up from 282.6K shares the prior filed quarter.

Position Value
$77M
Q1 2026
Shares
310.3K
% of Portfolio
+0.62%
Quarters Held
30
currently held

Position History IWM

Reported value by quarter
Q4 ’18: $10MQ4 ’18Q1 ’19: $11MQ2 ’19: $11MQ3 ’19: $11MQ4 ’19: $12MQ4 ’19Q1 ’20: $9MQ2 ’20: $12MQ3 ’20: $12MQ4 ’20: $29MQ4 ’20Q1 ’21: $35MQ2 ’21: $39MQ3 ’21: $39MQ4 ’21: $42MQ4 ’21Q1 ’22: $36MQ2 ’22: $31MQ3 ’22: $29MQ4 ’22: $30MQ4 ’22Q1 ’23: $30MQ2 ’23: $33MQ3 ’23: $31MQ4 ’23: $38MQ4 ’23Q1 ’24: $43MQ2 ’24: $42MQ3 ’24: $46MQ4 ’24: $48MQ4 ’24Q1 ’25: $44MQ2 ’25: $47MQ3 ’25: $57MQ4 ’25: $70MQ4 ’25Q1 ’26: $77Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026310.3K$77M+0.62%
Q4 2025282.6K$70M+0.57%
Q3 2025235.6K$57M+0.48%
Q2 2025219.8K$47M+0.43%
Q1 2025221.3K$44M+0.43%
Q4 2024219.2K$48M+0.47%
Q3 2024207.5K$46M+0.45%
Q2 2024208.9K$42M+0.45%
Q1 2024204.7K$43M+0.47%
Q4 2023189.8K$38M+0.45%
Q3 2023175.7K$31M+0.40%
Q2 2023173.6K$33M+0.40%
Q1 2023170.4K$30M+0.40%
Q4 2022170.7K$30M+0.41%
Q3 2022178.8K$29M+0.44%
Q2 2022184.2K$31M+0.44%
Q1 2022177.0K$36M+0.45%
Q4 2021186.7K$42M+0.51%
Q3 2021176.6K$39M+0.52%
Q2 2021169.3K$39M+0.55%
Q1 2021158.2K$35M+0.53%
Q4 2020147.7K$29M+0.48%
Q3 202080.4K$12M+0.22%
Q2 202081.3K$12M+0.24%
Q1 202075.1K$9M+0.19%
Q4 201974.7K$12M+0.23%
Q3 201974.2K$11M+0.22%
Q2 201973.2K$11M+0.24%
Q1 201972.8K$11M+0.24%
Q4 201871.6K$10M+0.23%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Johnson Investment Counsel Inc’s full portfolio or all institutional holders of IWM.