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

Jordan Park Group’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.25M Sell
49,280
-4,124
-8% -$468K 0.28% 31
2025
Q4 		$6.32M Buy
53,404
+18,000
+51% +$2.13M 0.37% 24
2025
Q3 		$4.15M Hold
35,404
– – 0.24% 27
2025
Q2 		$3.76M Sell
35,404
-200
-0.6% -$19.1K 0.24% 26
2025
Q1 		$3.21M Buy
35,604
+2,192
+7% +$216K 0.23% 26
2024
Q4 		$3.35M Buy
33,412
+4
+0% +$393 0.25% 27
2024
Q3 		$3.14M Buy
33,408
+700
+2% +$63.5K 0.21% 33
2024
Q2 		$2.98M Sell
32,708
-524
-2% -$44.7K 0.23% 24
2024
Q1 		$2.8M Hold
33,232
– – 0.18% 27
2023
Q4 		$2.52M Hold
33,232
– – 0.17% 27
2023
Q3 		$2.21M Hold
33,232
– – 0.16% 27
2023
Q2 		$2.29M Hold
33,232
– – 0.15% 28
2023
Q1 		$2.03M Buy
+33,232
New +$1.91M 0.13% 26
2022
Q3 		– Sell
-10,092
Closed -$552K – 41
2022
Q2 		$552K Sell
10,092
-17,788
-64% -$1.07M 0.05% 33
2022
Q1 		$1.94M Hold
27,880
– – 0.17% 20
2021
Q4 		$2.13M Sell
27,880
-2,000
-7% -$148K 0.15% 25
2021
Q3 		$2.05M Sell
29,880
-5,444
-15% -$385K 0.1% 30
2021
Q2 		$2.4M Buy
35,324
+10,132
+40% +$653K 5.39% 2
2021
Q1 		$1.53M Sell
25,192
-2,296
-8% -$140K 4.56% 5
2020
Q4 		$1.66M Buy
27,488
+3,088
+13% +$176K 7.61% 3
2020
Q3 		$1.32M Sell
24,400
-17,332
-42% -$913K 0.12% 15
2020
Q2 		$2M Sell
41,732
-50,520
-55% -$2.23M 0.19% 16
2020
Q1 		$3.47M Buy
92,252
+56,584
+159% +$2.44M 0.29% 18
2019
Q4 		$1.57M Buy
35,668
+10,160
+40% +$424K 0.11% 24
2019
Q3 		$1.02M Buy
25,508
+20
+0.1% +$802 0.08% 24
2019
Q2 		$1M Buy
+25,488
New +$986K 0.09% 24
2019
Q1 		– Sell
-27,932
Closed -$914K – 28
2018
Q4 		$914K Sell
27,932
-59,292
-68% -$2.09M 0.14% 17
2018
Q3 		$3.41M Buy
87,224
+29,348
+51% +$1.11M 0.56% 12
2018
Q2 		$2.08M Buy
+57,876
New +$2.04M 0.32% 12

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Jordan Park Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 7.7% in Q1 2026, selling an estimated $468K and leaving 49,280 shares worth $5.25M. The position accounts for 0.28% of the portfolio, ranked #31.

Jordan Park Group first reported a position in IWF in Q2 2018 and has held it in 29 quarters since. The position peaked at $6.32M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Jordan Park Group held 49,280 shares of iShares Russell 1000 Growth ETF worth $5.25M as of Q1 2026.
  • Jordan Park Group sold 4,124 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $468K.
  • iShares Russell 1000 Growth ETF made up 0.28% of Jordan Park Group's portfolio in Q1 2026, its #31 holding.
  • Jordan Park Group first reported a position in iShares Russell 1000 Growth ETF in Q2 2018 and has held it in 29 quarters since.
  • Jordan Park Group's iShares Russell 1000 Growth ETF position peaked at $6.32M in Q4 2025.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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