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JMG Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History

JMG Financial Group’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 		$13.2M Sell
36,958
-12
-0% -$4.47K 0.36% 23
2025
Q4 		$13.8M Sell
36,970
-3,822
-9% -$1.42M 0.39% 23
2025
Q3 		$14.9M Sell
40,792
-244
-0.6% -$85.9K 0.42% 23
2025
Q2 		$13.9M Sell
41,036
-55
-0.1% -$17.3K 0.42% 23
2025
Q1 		$12.6M Sell
41,091
-304
-0.7% -$98.3K 0.43% 23
2024
Q4 		$13.3M Sell
41,395
-185
-0.4% -$59.9K 0.45% 22
2024
Q3 		$13.1M Buy
41,580
+4,230
+11% +$1.28M 0.45% 23
2024
Q2 		$11.1M Sell
37,350
-557
-1% -$160K 0.42% 24
2024
Q1 		$10.9M Sell
37,907
-708
-2% -$194K 0.42% 23
2023
Q4 		$10.1M Sell
38,615
-4,091
-10% -$1M 0.42% 25
2023
Q3 		$10M Sell
42,706
-779
-2% -$191K 0.48% 22
2023
Q2 		$10.6M Sell
43,485
-465
-1% -$107K 0.5% 23
2023
Q1 		$9.9M Sell
43,950
-1,280
-3% -$282K 0.5% 22
2022
Q4 		$9.52M Sell
45,230
-1,848
-4% -$391K 0.52% 21
2022
Q3 		$9.29M Buy
47,078
+777
+2% +$170K 0.6% 20
2022
Q2 		$9.62M Buy
46,301
+1,016
+2% +$230K 0.6% 19
2022
Q1 		$11.3M Sell
45,285
-108
-0.2% -$26.7K 0.57% 20
2021
Q4 		$12M Buy
45,393
+876
+2% +$225K 0.61% 18
2021
Q3 		$10.8M Sell
44,517
-382
-0.9% -$95K 0.6% 21
2021
Q2 		$10.9M Sell
44,899
-49
-0.1% -$11.5K 0.61% 21
2021
Q1 		$10.1M Sell
44,948
-3,741
-8% -$819K 0.62% 21
2020
Q4 		$10.3M Buy
48,689
+2,809
+6% +$561K 0.71% 19
2020
Q3 		$8.59M Buy
45,880
+424
+0.9% +$78.3K 0.7% 22
2020
Q2 		$7.8M Buy
45,456
+2,805
+7% +$454K 0.68% 21
2020
Q1 		$6.04M Buy
42,651
+6,345
+17% +$1.07M 0.64% 21
2019
Q4 		$6.48M Sell
36,306
-589
-2% -$101K 0.63% 26
2019
Q3 		$6.07M Buy
36,895
+243
+0.7% +$39.9K 0.64% 27
2019
Q2 		$5.97M Hold
36,652
– – 0.64% 27
2019
Q1 		$5.77M Sell
36,652
-10,780
-23% -$1.63M 0.67% 27
2018
Q4 		$6.58M Buy
47,432
+12,735
+37% +$1.91M 0.76% 25
2018
Q3 		$5.61M Sell
34,697
-517
-1% -$82.1K 0.59% 24
2018
Q2 		$5.35M Buy
35,214
+2,760
+9% +$416K 0.59% 24
2018
Q1 		$4.77M Sell
32,454
-1,009
-3% -$153K 0.56% 24
2017
Q4 		$4.97M Sell
33,463
-64
-0.2% -$9.27K 0.59% 24
2017
Q3 		$4.69M Sell
33,527
-2,354
-7% -$323K 0.6% 25
2017
Q2 		$4.85M Buy
35,881
+132
+0.4% +$17.6K 0.6% 24
2017
Q1 		$4.69M Buy
35,749
+309
+0.9% +$40K 0.62% 24
2016
Q4 		$4.41M Sell
35,440
-3,925
-10% -$477K 0.67% 25
2016
Q3 		$4.74M Hold
39,365
– – 0.77% 25
2016
Q2 		$4.6M Buy
39,365
+31
+0.1% +$3.58K 0.79% 24
2016
Q1 		$4.49M Sell
39,334
-15,995
-29% -$1.73M 0.84% 25
2015
Q4 		$6.27M Buy
55,329
+26
+0% +$2.97K 1.32% 21
2015
Q3 		$5.92M Buy
55,303
+21,818
+65% +$2.48M 1.45% 19
2015
Q2 		$3.89M Sell
33,485
-600
-2% -$70.7K 0.9% 24
2015
Q1 		$3.95M Buy
34,085
+847
+3% +$97.8K 0.92% 24
2014
Q4 		$3.81M Hold
33,238
– – 0.99% 23
2014
Q3 		$3.65M Buy
33,238
+452
+1% +$50K 1.01% 22
2014
Q2 		$3.61M Sell
32,786
-2,165
-6% -$230K 1.02% 22
2014
Q1 		$3.66M Sell
34,951
-99
-0.3% -$10.2K 1.12% 19
2013
Q4 		$3.62M Hold
35,050
– – 1.07% 19
2013
Q3 		$3.3M Sell
35,050
-1,215
-3% -$114K 1.07% 19
2013
Q2 		$3.26M Buy
+36,265
New +$3.25M 1.1% 18

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

JMG Financial Group's IWB Position: Q1 2026 in Review

JMG Financial Group reduced its iShares Russell 1000 ETF (IWB) stake by 0.03% in Q1 2026, selling an estimated $4.47K and leaving 36,958 shares worth $13.2M. The position accounts for 0.36% of the portfolio, ranked #23.

JMG Financial Group first reported a position in IWB in Q2 2013 and has held it in 52 quarters since. The position peaked at $14.9M in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • JMG Financial Group held 36,958 shares of iShares Russell 1000 ETF worth $13.2M as of Q1 2026.
  • JMG Financial Group sold 12 iShares Russell 1000 ETF shares in Q1 2026, an estimated $4.47K.
  • iShares Russell 1000 ETF made up 0.36% of JMG Financial Group's portfolio in Q1 2026, its #23 holding.
  • JMG Financial Group first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 52 quarters since.
  • JMG Financial Group's iShares Russell 1000 ETF position peaked at $14.9M in Q3 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on JMG Financial Group's 13F filing for Q1 2026, filed 7 May 2026.