First Business Financial Services, Inc.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 31, 2025), First Business Financial Services, Inc. reported 185 stock positions worth $1.1 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 24.7% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 12.8%) and iShares Russell 1000 Growth (IWF, 7.9%). Compared with Q1 2025, it opened 20 new positions, sold out of 5, added to 34 and reduced 50. The biggest buy was Nvidia (NVDA, shares +12%) and the biggest sale iShares Core U.S. Aggregate (AGG, shares −6%).

Most Recent 13F
Q2 2026
Location
MADISON, WI
CIK
0001521951
Portfolio Value
$1.1B (Q2 2025)
SEC Filing
0001140361-25-028130 ↗ filed Jul 31, 2025

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $932.5M Q1 2024 Q2 2024: $943.3M Q2 2024 Q3 2024: $999.2M Q3 2024 Q4 2024: $1.0B Q4 2024 Q1 2025: $1.0B Q1 2025 Q2 2025: $1.1B $1.1B Q2 2025 Q3 2025: $1.1B Q3 2025 Q4 2025: $1.1B Q4 2025 Q1 2026: $1.1B Q1 2026 Q2 2026: $1.3B Q2 2026

Holdings 185 stocks · $1.1B
VTI VG Morningstar TS MKT ETF-US 24.72% 902,062 $274.2M Reduce -0.0%
IEFA iShares Core MSCI Eafe ETF 12.82% 1,703,005 $142.2M Reduce -0.5%
IWF iShares Russell 1000 Growth 7.86% 205,395 $87.2M Reduce -0.2%
IJR iShares Core S&P Small-Cap E 5.55% 562,741 $61.5M Reduce -1.2%
DGRO iShares Core Dividend Growth 5.40% 937,050 $59.9M Add +0.1%
IWD iShares Russell 1000 Value E 5.17% 295,296 $57.4M Reduce -0.3%
IJH iShares Core S&P Midcap ETF 4.42% 790,118 $49.0M Reduce -0.4%
AGG iShares Core U.S. Aggregate 3.19% 356,904 $35.4M Reduce -6.0%
SPY SS SPDR S&P 500 ETF Trust-US 2.45% 43,995 $27.2M No change
FBIZ First Business Financial Ser 1.80% 394,491 $20.0M Add +0.2%
NVDA Nvidia Corp. 1.45% 101,713 $16.1M Add +11.8%
AAPL Apple Inc. 1.10% 59,631 $12.2M Reduce -2.5%
AVGO Broadcom Inc. 0.99% 39,937 $11.0M Reduce -2.5%
JPST JPMorgan Ultra-Short Income 0.90% 197,067 $10.0M Reduce -5.2%
JPM JPMorgan Chase & Co. 0.89% 33,950 $9.8M Add +2.6%
MSFT Microsoft Corp. 0.81% 18,123 $9.0M Reduce -6.1%
GOOGL Alphabet Inc. Class A 0.65% 40,748 $7.2M Add +2.8%
ANET Arista Networks Inc. 0.61% 65,876 $6.7M Add +2.1%
CAT Caterpillar Inc. 0.51% 14,667 $5.7M No change
PWR Quanta Services Inc. 0.50% 14,628 $5.5M Add +9.6%
DE Deere & Co. 0.46% 10,040 $5.1M No change
MTUM iShares MSCI USA Momentum Fa 0.44% 20,335 $4.9M No change
LLY Eli Lilly & Co. 0.43% 6,180 $4.8M Reduce -5.4%
COR Cencora Inc. 0.42% 15,612 $4.7M Add +7.2%
XLK SS Technology Select Sector 0.42% 18,249 $4.6M Add +38.9%
COST Costco Wholesale Corp. 0.41% 4,584 $4.5M Add +1.7%
MUB iShares National Muni Bond E 0.41% 43,042 $4.5M Reduce -1.1%
BRK.A Berkshire Hathaway Inc. Class A 0.39% 6 $4.4M No change
MGEE Mge Energy Inc. 0.37% 46,899 $4.1M Add +1.4%
SYK Stryker Corp. 0.34% 9,498 $3.8M Reduce -0.5%
IVV iShares Core S&P 500 ETF 0.33% 5,873 $3.6M No change
TMUS T-Mobile US Inc. 0.33% 15,191 $3.6M Reduce -5.6%
RSG Republic Services Inc. 0.32% 14,356 $3.5M Add +5.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.31% 71,543 $3.4M Add +8.5%
C Citigroup Inc. 0.30% 38,852 $3.3M Reduce -14.2%
ADI Analog Devices Inc. 0.29% 13,433 $3.2M Reduce -5.0%
XOM Exxon Mobil Corp. 0.28% 29,272 $3.2M Add +0.8%
ICE Intercontinental Exchange Inc. 0.27% 16,389 $3.0M Reduce -1.4%
GD General Dynamics Corp. 0.26% 9,805 $2.9M Reduce -5.0%
LRCX Lam Research Corp. 0.26% 29,280 $2.9M Reduce -6.8%
TXN Texas Instruments Inc. 0.24% 13,067 $2.7M Reduce -3.4%
EA Electronic Arts Inc. 0.24% 16,949 $2.7M Reduce -1.6%
KO The Coca-Cola Co. 0.24% 38,152 $2.7M Add +66.5%
EQIX Equinix Inc. 0.24% 3,278 $2.6M Add +10.6%
CSCO Cisco Systems Inc. 0.22% 35,766 $2.5M Reduce -34.3%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.22% 20,025 $2.5M Reduce -4.7%
DRI Darden Restaurants Inc. 0.21% 10,662 $2.3M Reduce -11.7%
XLE SS Energy Select Sector 0.21% 27,252 $2.3M No change
NFLX Netflix Inc. 0.21% 1,718 $2.3M New
CIEN Ciena Corp. 0.20% 27,680 $2.3M Add +13.9%
NEE Nextera Energy Inc. 0.20% 32,379 $2.2M Add +22.2%
AMZN Amazon.com Inc. 0.19% 9,569 $2.1M Add +4.4%
PRU Prudential Financial Inc. 0.19% 19,388 $2.1M Reduce -1.9%
XLI SS Industrial Select Sector 0.19% 14,013 $2.1M No change
NUE Nucor Corp. 0.18% 15,581 $2.0M New
LOW Lowe's Cos Inc. 0.18% 8,933 $2.0M Reduce -3.8%
EXPE Expedia Group Inc. 0.17% 11,406 $1.9M Add +0.9%
PM Philip Morris International 0.17% 10,487 $1.9M No change
IWB iShares Russell 1000 ETF 0.17% 5,578 $1.9M No change
KR Kroger Co. 0.17% 25,550 $1.8M Reduce -6.8%
VB Vanguard Most SM-Cap ETF-Usd 0.16% 7,596 $1.8M Add +48.1%
EOG EOG Resources Inc. 0.16% 14,727 $1.8M Add +18.6%
TOL Toll Brothers Inc. 0.14% 14,015 $1.6M New
QCOM Qualcomm Inc. 0.14% 10,004 $1.6M Reduce -9.0%
GLD SPDR Gold Shares 0.14% 5,180 $1.6M Reduce -12.2%
IQV Iqvia Holdings Inc. 0.13% 9,466 $1.5M Reduce -8.2%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.13% 43,929 $1.5M Add +3.0%
XLY SS Consumer Disc Select Sect 0.13% 6,451 $1.4M Add +14.2%
ABBV Abbvie Inc. 0.12% 7,428 $1.4M Add +0.3%
ADBE Adobe Inc. 0.12% 3,451 $1.3M Add +14.6%
OSK Oshkosh Corp. 0.12% 11,742 $1.3M New
GOOG Alphabet Inc. Class C 0.12% 7,416 $1.3M Reduce -0.8%
XLF SS Financial Select Sector 0.11% 24,095 $1.3M No change
PLTR Palantir Technologies Inc. Class A 0.11% 9,198 $1.3M No change
ACN Accenture PLC Class A 0.11% 4,167 $1.2M No change
IWM iShares Russell 2000 ETF 0.11% 5,642 $1.2M Reduce -4.7%
CRM Salesforce Inc. 0.11% 4,276 $1.2M New
PG The Procter & Gamble Co. 0.10% 7,245 $1.2M No change
CL Colgate-Palmolive Co. 0.10% 12,302 $1.1M New
APO Apollo Global Management Inc. 0.10% 7,777 $1.1M New
BRK.B Berkshire Hathaway Inc. Class B 0.10% 2,247 $1.1M Add +3.5%
AEE Ameren Corporation 0.10% 11,155 $1.1M No change
VOX Vanguard Communication Servi 0.10% 6,200 $1.1M No change
TDG Transdigm Group Inc. 0.09% 652 $991K No change
LNT Alliant Energy Corp. 0.09% 15,614 $944K No change
IWO iShares Russell 2000 Growth 0.08% 3,132 $895K No change
NULV Nuveen ESG Large-Cap Val ETF 0.08% 21,249 $891K Add +1.4%
MDLZ Mondelez International Inc. Class A 0.08% 12,980 $875K No change
BLK BlackRock Inc. 0.08% 831 $872K No change
WMT Walmart Inc. 0.08% 8,610 $842K No change
META Meta Platforms Inc. Class A 0.08% 1,138 $840K Add +21.3%
CVX Chevron Corp. 0.07% 5,807 $832K Reduce -0.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.07% 2,969 $831K No change
USMV iShares MSCI USA Min Vol Fac 0.07% 8,694 $816K No change
JNJ Johnson & Johnson 0.07% 5,214 $796K Reduce -2.8%
TRI Thomson Reuters Corp. 0.07% 3,942 $793K No change
ITW Illinois Tool Works 0.07% 3,206 $793K No change
XLC SS Comm Select Sector SPDR 0.07% 7,057 $766K No change
ABT Abbott Laboratories 0.07% 5,443 $740K No change
ETN Eaton Corp. PLC 0.07% 2,062 $736K No change
IWN iShares Russell 2000 Value E 0.07% 4,604 $726K No change
MRK Merck & Co. Inc. 0.06% 9,051 $716K Reduce -2.9%
CTVA Corteva Inc. 0.06% 9,454 $705K Reduce -79.2%
ISRG Intuitive Surgical Inc. 0.06% 1,251 $680K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.06% 1,502 $658K No change
HD Home Depot Inc. 0.06% 1,795 $658K No change
PEP Pepsico Inc. 0.06% 4,982 $658K Reduce -5.9%
MCD McDonald's Corp. 0.06% 2,229 $651K No change
SO The Southern Co. 0.06% 7,050 $647K No change
ATI Ati Inc. 0.06% 7,484 $646K Reduce -36.3%
TTEK Tetra Tech Inc. 0.06% 17,555 $631K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.06% 2,113 $623K Add +105.2%
PNC PNC Financial Services Group 0.06% 3,341 $623K No change
ASML ASML Holding NV-NY Reg SHS 0.05% 737 $591K No change
PLOW Douglas Dynamics Inc. 0.05% 20,000 $589K No change
AMP Ameriprise Financial Inc. 0.05% 1,093 $583K No change
UNH Unitedhealth Group Inc. 0.05% 1,858 $580K Reduce -60.6%
USB US Bancorp 0.05% 11,631 $526K Reduce -7.5%
MDY State Street SPDR S&P Midcap 0.05% 887 $502K Reduce -3.1%
AMD Advanced Micro Devices 0.05% 3,536 $502K No change
MA Mastercard Inc. Class A 0.04% 885 $497K No change
AON Aon PLC Class A 0.04% 1,384 $494K No change
V Visa Inc. Class A 0.04% 1,352 $480K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.04% 2,689 $475K No change
TEL Te Connectivity PLC 0.04% 2,800 $472K No change
AXP American Express Co. 0.04% 1,468 $468K No change
EFA iShares MSCI Eafe ETF 0.04% 5,128 $458K No change
CTAS Cintas Corp. 0.04% 2,052 $457K Reduce -0.6%
HLT Hilton Worldwide Holdings Inc. 0.04% 1,717 $457K Reduce -77.7%
GLW Corning Inc. 0.04% 8,369 $440K No change
WEYS Weyco Group Inc. 0.04% 13,096 $434K No change
MO Altria Group Inc. 0.04% 7,116 $417K No change
COF Capital One Financial Corp. 0.04% 1,956 $416K New
NOW ServiceNow Inc. 0.04% 403 $414K No change
DOX Amdocs Ltd. 0.04% 4,450 $406K No change
WM Waste Management Inc. 0.04% 1,759 $402K No change
SLV iShares Silver Trust 0.04% 12,230 $401K Add +17.6%
ORCL Oracle Corp. 0.04% 1,814 $397K No change
DUK Duke Energy Corp. 0.04% 3,338 $394K Add +0.7%
MCK McKesson Corp. 0.03% 523 $383K No change
CSX CSX Corp. 0.03% 11,620 $379K Reduce -81.9%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.03% 3,032 $376K Reduce -86.5%
UNP Union Pacific Corp. 0.03% 1,619 $373K No change
VEA Vanguard Ftse Developed ETF 0.03% 6,514 $371K No change
ACWX iShares MSCI Acwi Ex US ETF 0.03% 5,905 $360K No change
SCHW Schwab (charles) Corp. 0.03% 3,931 $359K No change
TTC Toro Co. 0.03% 5,000 $353K No change
TMO Thermo Fisher Scientific Inc. 0.03% 866 $351K Reduce -70.0%
VGT Vanguard Info Tech ETF 0.03% 519 $344K No change
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.03% 1,037 $332K No change
PH Parker Hannifin Corp. 0.03% 470 $328K No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.03% 3,952 $323K Add +7.5%
FIS Fidelity National Info Serv 0.03% 3,963 $323K No change
HWM Howmet Aerospace Inc. 0.03% 1,666 $310K No change
GE General Electric filed as GE AEROSPACE 0.03% 1,192 $307K No change
AMT American Tower Corp. 0.03% 1,359 $300K New
MS Morgan Stanley 0.03% 2,084 $294K No change
GS Goldman Sachs Group Inc. 0.03% 411 $291K No change
IXN iShares Global Tech ETF 0.03% 3,143 $290K No change
ROK Rockwell Automation Inc. 0.03% 867 $288K No change
XEL Xcel Energy Inc. 0.03% 4,162 $283K No change
OKLO Oklo Inc. 0.03% 5,000 $280K New
BMO Bank of Montreal filed as BANK MONTREAL QUE 0.02% 2,492 $276K No change
NICE Nice Ltd. - Spon ADR 0.02% 1,625 $274K No change
CMI Cummins Inc. 0.02% 824 $270K No change
GEV GE Vernova Inc. 0.02% 507 $268K New
PYPL PayPal Holdings Inc. 0.02% 3,399 $253K Reduce -1.4%
WWD Woodward Inc. 0.02% 1,000 $245K New
T AT&T Inc. 0.02% 8,396 $243K No change
MRVL Marvell Technology Inc. 0.02% 3,136 $243K New
MCHP Microchip Technology Inc. 0.02% 3,362 $237K New
PAVE Global X US Infrastructure 0.02% 5,401 $235K No change
NKE Nike Inc. Class B 0.02% 3,246 $231K Reduce -7.8%
HCA HCA Healthcare Inc. 0.02% 591 $226K No change
STRT Strattec Security Corp. 0.02% 3,598 $224K New
INTC Intel Corp. 0.02% 9,601 $215K No change
DGRW Wisdomtree U.S. Quality Divi 0.02% 2,543 $213K No change
IVW iShares S&P 500 Growth ETF 0.02% 1,933 $213K New
SBUX Starbucks Corp. 0.02% 2,309 $212K No change
FELG Fidelity Enh LRG Cap GWTH 0.02% 5,700 $211K New
AMAT Applied Materials Inc. 0.02% 1,114 $204K New
CRWD CrowdStrike Holdings Inc. Class A 0.02% 398 $203K New
HON Honeywell International Inc. 0.02% 868 $202K New
F Ford Motor Co. filed as FORD MTR CO 0.01% 14,703 $160K Add +1.8%
ICLN iShares Global Clean Energy 0.01% 11,452 $150K Reduce -4.3%

Portfolio Sells Q1 2025 → Q2 2025
AGG iShares Core U.S. Aggregate Reduce -6.0% 3.19% −0.50
IJR iShares Core S&P Small-Cap E Reduce -1.2% 5.55% −0.31
IWD iShares Russell 1000 Value E Reduce -0.3% 5.17% −0.30
AAPL Apple Inc. Reduce -2.5% 1.10% −0.23
CTVA Corteva Inc. Reduce -79.2% 0.06% −0.22
UNH Unitedhealth Group Inc. Reduce -60.6% 0.05% −0.19
DIS The Walt Disney Co. Reduce -86.5% 0.03% −0.18
CSX CSX Corp. Reduce -81.9% 0.03% −0.15
JPST JPMorgan Ultra-Short Income Reduce -5.2% 0.90% −0.13
IJH iShares Core S&P Midcap ETF Reduce -0.4% 4.42% −0.13
HLT Hilton Worldwide Holdings Inc. Reduce -77.7% 0.04% −0.13
LULU Lululemon Athletica Inc. Sold out 0.00% −0.13
TMO Thermo Fisher Scientific Inc. Reduce -70.0% 0.03% −0.11
CSCO Cisco Systems Inc. Reduce -34.3% 0.22% −0.11
LLY Eli Lilly & Co. Reduce -5.4% 0.43% −0.10
TMUS T-Mobile US Inc. Reduce -5.6% 0.33% −0.10
VTEB Vanguard Tax-Exempt Bond ETF Sold out 0.00% −0.06
MUB iShares National Muni Bond E Reduce -1.1% 0.41% −0.05
IQV Iqvia Holdings Inc. Reduce -8.2% 0.13% −0.04
DRI Darden Restaurants Inc. Reduce -11.7% 0.21% −0.04
LOW Lowe's Cos Inc. Reduce -3.8% 0.18% −0.03
PRU Prudential Financial Inc. Reduce -1.9% 0.19% −0.03
TJX TJX Companies Inc. Reduce -4.7% 0.22% −0.03
GLD SPDR Gold Shares Reduce -12.2% 0.14% −0.02
QCOM Qualcomm Inc. Reduce -9.0% 0.14% −0.02
FISV Fiserv Inc. Sold out 0.00% −0.02
AMGN Amgen Inc. Sold out 0.00% −0.02
CVX Chevron Corp. Reduce -0.3% 0.07% −0.02
NVO Novo-Nordisk A/S-Spons ADR Sold out 0.00% −0.02
GD General Dynamics Corp. Reduce -5.0% 0.26% −0.02
PEP Pepsico Inc. Reduce -5.9% 0.06% −0.02
C Citigroup Inc. Reduce -14.2% 0.30% −0.02
MRK Merck & Co. Inc. Reduce -2.9% 0.06% −0.02
KR Kroger Co. Reduce -6.8% 0.17% −0.02
JNJ Johnson & Johnson Reduce -2.8% 0.07% −0.02
ICE Intercontinental Exchange Inc. Reduce -1.4% 0.27% −0.01
SYK Stryker Corp. Reduce -0.5% 0.34% −0.01
IWM iShares Russell 2000 ETF Reduce -4.7% 0.11% −0.01
USB US Bancorp Reduce -7.5% 0.05% −0.00
MDY State Street SPDR S&P Midcap Reduce -3.1% 0.05% −0.00
ATI Ati Inc. Reduce -36.3% 0.06% −0.00
NKE Nike Inc. Class B Reduce -7.8% 0.02% −0.00
EA Electronic Arts Inc. Reduce -1.6% 0.24% −0.00
CTAS Cintas Corp. Reduce -0.6% 0.04% −0.00
ICLN iShares Global Clean Energy Reduce -4.3% 0.01% +0.00
PYPL PayPal Holdings Inc. Reduce -1.4% 0.02% +0.00
GOOG Alphabet Inc. Class C Reduce -0.8% 0.12% +0.00
TXN Texas Instruments Inc. Reduce -3.4% 0.24% +0.01
ADI Analog Devices Inc. Reduce -5.0% 0.29% +0.01
LRCX Lam Research Corp. Reduce -6.8% 0.26% +0.03

Portfolio Buys Q1 2025 → Q2 2025
NVDA Nvidia Corp. Add +11.8% 1.45% +0.48
NFLX Netflix Inc. New 0.21% +0.21
NUE Nucor Corp. New 0.18% +0.18
PWR Quanta Services Inc. Add +9.6% 0.50% +0.17
XLK SS Technology Select Sector Add +38.9% 0.42% +0.15
TOL Toll Brothers Inc. New 0.14% +0.14
OSK Oshkosh Corp. New 0.12% +0.12
ANET Arista Networks Inc. Add +2.1% 0.61% +0.12
CRM Salesforce Inc. New 0.11% +0.11
CL Colgate-Palmolive Co. New 0.10% +0.10
APO Apollo Global Management Inc. New 0.10% +0.10
JPM JPMorgan Chase & Co. Add +2.6% 0.89% +0.09
KO The Coca-Cola Co. Add +66.5% 0.24% +0.08
CIEN Ciena Corp. Add +13.9% 0.20% +0.06
VB Vanguard Most SM-Cap ETF-Usd Add +48.1% 0.16% +0.05
GOOGL Alphabet Inc. Class A Add +2.8% 0.65% +0.04
COF Capital One Financial Corp. New 0.04% +0.04
BAC Bank of America Corp. Add +8.5% 0.31% +0.03
IBM Intl Business Machines Corp. Add +105.2% 0.06% +0.03
AMT American Tower Corp. New 0.03% +0.03
OKLO Oklo Inc. New 0.03% +0.03
GEV GE Vernova Inc. New 0.02% +0.02
COR Cencora Inc. Add +7.2% 0.42% +0.02
META Meta Platforms Inc. Class A Add +21.3% 0.08% +0.02
WWD Woodward Inc. New 0.02% +0.02
MRVL Marvell Technology Inc. New 0.02% +0.02
MCHP Microchip Technology Inc. New 0.02% +0.02
STRT Strattec Security Corp. New 0.02% +0.02
IVW iShares S&P 500 Growth ETF New 0.02% +0.02
FELG Fidelity Enh LRG Cap GWTH New 0.02% +0.02
AMAT Applied Materials Inc. New 0.02% +0.02
CRWD CrowdStrike Holdings Inc. Class A New 0.02% +0.02
HON Honeywell International Inc. New 0.02% +0.02
NEE Nextera Energy Inc. Add +22.2% 0.20% +0.02
AMZN Amazon.com Inc. Add +4.4% 0.19% +0.02
XLY SS Consumer Disc Select Sect Add +14.2% 0.13% +0.02
ADBE Adobe Inc. Add +14.6% 0.12% +0.01
SLV iShares Silver Trust Add +17.6% 0.04% +0.00
EOG EOG Resources Inc. Add +18.6% 0.16% +0.00
XLU St Sr Utl SL SE SPDR ETF-Usd Add +7.5% 0.03% +0.00
F Ford Motor Co. Add +1.8% 0.01% +0.00
EQIX Equinix Inc. Add +10.6% 0.24% −0.00
NULV Nuveen ESG Large-Cap Val ETF Add +1.4% 0.08% −0.00
RSG Republic Services Inc. Add +5.9% 0.32% −0.00
DUK Duke Energy Corp. Add +0.7% 0.04% −0.00
COST Costco Wholesale Corp. Add +1.7% 0.41% −0.01
EXPE Expedia Group Inc. Add +0.9% 0.17% −0.01
BRK.B Berkshire Hathaway Inc. Class B Add +3.5% 0.10% −0.02
FBIZ First Business Financial Ser Add +0.2% 1.80% −0.02
ABBV Abbvie Inc. Add +0.3% 0.12% −0.03

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 201$1.3BVTI, IEFA, IWF, IJR, IWD
Q1 2026 192$1.1BVTI, IEFA, IWF, IJR, DGRO
Q4 2025 168$1.1BVTI, IEFA, IWF, IJR, DGRO
Q3 2025 185$1.1BVTI, IEFA, IWF, IJR, DGRO
Q2 2025 185$1.1BVTI, IEFA, IWF, IJR, DGRO
Q1 2025 170$1.0BVTI, IEFA, IWF, IJR, DGRO
Q4 2024 162$1.0BVTI, IEFA, IWF, IJR, DGRO
Q3 2024 159$999.2MVTI, IEFA, IWF, IJR, DGRO
Q2 2024 157$943.3MVTI, IEFA, IWF, IJR, DGRO
Q1 2024Amended 165$932.5MVTI, IEFA, IWF, IJR, DGRO