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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
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 1.05% 27
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

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

Jordan Park Group's IWB Position: Q1 2026 in Review

Jordan Park Group reduced its iShares Russell 1000 ETF (IWB) stake by 4% in Q1 2026, selling an estimated $1.93M and leaving 123,264 shares worth $44M. The position accounts for 2.34% of the portfolio, ranked #11.

Jordan Park Group first reported a position in IWB in Q4 2018 and has held it in 26 quarters since. The position peaked at $65M in Q1 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Jordan Park Group held 123,264 shares of iShares Russell 1000 ETF worth $44M as of Q1 2026.
  • Jordan Park Group sold 5,169 iShares Russell 1000 ETF shares in Q1 2026, an estimated $1.93M.
  • iShares Russell 1000 ETF made up 2.34% of Jordan Park Group's portfolio in Q1 2026, its #11 holding.
  • Jordan Park Group first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 26 quarters since.
  • Jordan Park Group's iShares Russell 1000 ETF position peaked at $65M in Q1 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Jordan Park Group's 13F filing for Q1 2026, filed 11 May 2026.