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Jordan Park Group’s iShares Russell 1000 ETF IWB Stock Holding History

Jordan Park 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
Q2 		$51.8M Buy
126,399
+3,135
+3% +$1.24M 2.62% 9
2026
Q1 		$44M Sell
123,264
-5,169
-4% -$1.93M 2.34% 11
2025
Q4 		$48M Sell
128,433
-3,760
-3% -$1.39M 2.78% 7
2025
Q3 		$48.3M Sell
132,193
-22,937
-15% -$8.08M 2.76% 8
2025
Q2 		$52.7M Sell
155,130
-56,615
-27% -$17.8M 3.42% 5
2025
Q1 		$65M Buy
211,745
+23,441
+12% +$7.58M 4.72% 4
2024
Q4 		$60.7M Buy
188,304
+9,181
+5% +$2.97M 4.48% 7
2024
Q3 		$56.3M Sell
179,123
-1,833
-1% -$555K 3.84% 8
2024
Q2 		$53.8M Buy
180,956
+5,199
+3% +$1.49M 4.12% 8
2024
Q1 		$50.6M Buy
175,757
+29,765
+20% +$8.16M 3.22% 8
2023
Q4 		$38.3M Sell
145,992
-4,715
-3% -$1.15M 2.63% 9
2023
Q3 		$35.4M Sell
150,707
-1,060
-0.7% -$259K 2.54% 11
2023
Q2 		$37M Buy
151,767
+31,849
+27% +$7.33M 2.43% 11
2023
Q1 		$27M Buy
119,918
+69,791
+139% +$15.4M 1.77% 14
2022
Q4 		$10.6M Sell
50,127
-10,764
-18% -$2.28M 0.82% 16
2022
Q3 		$12M Buy
60,891
+1,732
+3% +$380K 0.93% 14
2022
Q2 		$12.3M Buy
59,159
+15,794
+36% +$3.57M 1.2% 14
2022
Q1 		$10.8M Buy
43,365
+654
+2% +$161K 0.96% 12
2021
Q4 		$11.3M Buy
42,711
+30,739
+257% +$7.91M 0.81% 14
2021
Q3 		$2.89M Buy
11,972
+10,050
+523% +$2.5M 0.14% 27
2021
Q2 		$465K Buy
+1,922
New +$453K 0.03% 64
2020
Q2 		– Sell
-21,122
Closed -$2.99M – 34
2020
Q1 		$2.99M Sell
21,122
-5,175
-20% -$875K 0.25% 19
2019
Q4 		$4.69M Hold
26,297
– – 0.33% 20
2019
Q3 		$4.33M Sell
26,297
-6,560
-20% -$1.08M 0.36% 20
2019
Q2 		$5.35M Buy
32,857
+5,175
+19% +$829K 0.49% 18
2019
Q1 		$4.36M Sell
27,682
-5,651
-17% -$854K 0.44% 16
2018
Q4 		$4.62M Buy
+33,333
New +$4.99M 0.69% 13

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jordan Park Group's IWB Position: Q2 2026 in Review

Jordan Park Group increased its iShares Russell 1000 ETF (IWB) stake by 2.5% in Q2 2026, buying an estimated $1.24M and bringing the position to 126,399 shares worth $51.8M. The position accounts for 2.62% of the portfolio, ranked #9.

Jordan Park Group first reported a position in IWB in Q4 2018 and has held it in 27 quarters since. The position peaked at $65M in Q1 2025. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Jordan Park Group held 126,399 shares of iShares Russell 1000 ETF worth $51.8M as of Q2 2026.
  • Jordan Park Group bought 3,135 iShares Russell 1000 ETF shares in Q2 2026, an estimated $1.24M.
  • iShares Russell 1000 ETF made up 2.62% of Jordan Park Group's portfolio in Q2 2026, its #9 holding.
  • Jordan Park Group first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 27 quarters since.
  • Jordan Park Group's iShares Russell 1000 ETF position peaked at $65M in Q1 2025.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Jordan Park Group's 13F filing for Q2 2026, filed 11 Aug 2026.