Jordan Park Group
IWD icon

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

Jordan Park Group’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.74M Sell
7,008
-347
-5% -$87.7K 0.09% 44
2026
Q2 		$1.78M Sell
7,355
-444
-6% -$103K 0.09% 43
2026
Q1 		$1.67M Hold
7,799
– – 0.09% 44
2025
Q4 		$1.64M Hold
7,799
– – 0.1% 38
2025
Q3 		$1.59M Hold
7,799
– – 0.09% 39
2025
Q2 		$1.51M Hold
7,799
– – 0.1% 37
2025
Q1 		$1.47M Hold
7,799
– – 0.11% 38
2024
Q4 		$1.44M Sell
7,799
-53
-0.7% -$10.2K 0.11% 40
2024
Q3 		$1.49M Sell
7,852
-652
-8% -$119K 0.1% 41
2024
Q2 		$1.48M Sell
8,504
-165
-2% -$28.8K 0.11% 30
2024
Q1 		$1.55M Hold
8,669
– – 0.1% 35
2023
Q4 		$1.43M Sell
8,669
-33
-0.4% -$5.1K 0.1% 35
2023
Q3 		$1.32M Hold
8,702
– – 0.09% 33
2023
Q2 		$1.37M Sell
8,702
-32
-0.4% -$4.89K 0.09% 33
2023
Q1 		$1.33M Buy
+8,734
New +$1.35M 0.09% 30
2020
Q2 		– Sell
-2,656
Closed -$263K – 35
2020
Q1 		$263K Sell
2,656
-1,741
-40% -$217K 0.02% 36
2019
Q4 		$600K Buy
4,397
+2,253
+105% +$297K 0.04% 31
2019
Q3 		$275K Buy
2,144
+12
+0.6% +$1.52K 0.02% 32
2019
Q2 		$271K Buy
+2,132
New +$267K 0.02% 35
2019
Q1 		– Sell
-2,132
Closed -$237K – 27
2018
Q4 		$237K Sell
2,132
-1,876
-47% -$225K 0.04% 25
2018
Q3 		$511K Buy
4,008
+1,741
+77% +$219K 0.08% 19
2018
Q2 		$275K Hold
2,267
– – 0.04% 20
2018
Q1 		$272K Hold
2,267
– – 0.06% 17
2017
Q4 		$282K Buy
+2,267
New +$275K 0.07% 21

Other funds holding IWD

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Jordan Park Group's IWD Position: Q3 2026 in Review

Jordan Park Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 4.7% in Q3 2026, selling an estimated $87.7K and leaving 7,008 shares worth $1.74M. The position accounts for 0.09% of the portfolio, ranked #44.

Jordan Park Group first reported a position in IWD in Q4 2017 and has held it in 24 quarters since. The position peaked at $1.78M in Q2 2026. 1,617 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Jordan Park Group held 7,008 shares of iShares Russell 1000 Value ETF worth $1.74M as of Q3 2026.
  • Jordan Park Group sold 347 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $87.7K.
  • iShares Russell 1000 Value ETF made up 0.09% of Jordan Park Group's portfolio in Q3 2026, its #44 holding.
  • Jordan Park Group first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and has held it in 24 quarters since.
  • Jordan Park Group's iShares Russell 1000 Value ETF position peaked at $1.78M in Q2 2026.
  • 1,617 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Jordan Park Group's 13F filing for Q3 2026, filed 6 Nov 2026.