Jordan Park Group’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,653
| Closed | -$407K | – | 71 |
|
|
2025
Q4 | $407K | Sell |
1,653
-1,150
| -41% | -$283K | 0.02% | 60 |
|
|
2025
Q3 | $678K | Hold |
2,803
| – | – | 0.04% | 52 |
|
|
2025
Q2 | $605K | Sell |
2,803
-52
| -2% | -$10.5K | 0.04% | 55 |
|
|
2025
Q1 | $570K | Hold |
2,855
| – | – | 0.04% | 55 |
|
|
2024
Q4 | $631K | Hold |
2,855
| – | – | 0.05% | 54 |
|
|
2024
Q3 | $631K | Sell |
2,855
-10
| -0.3% | -$2.14K | 0.04% | 57 |
|
|
2024
Q2 | $581K | Sell |
2,865
-331
| -10% | -$66.9K | 0.04% | 40 |
|
|
2024
Q1 | $672K | Buy |
+3,196
| New | +$638K | 0.04% | 42 |
|
|
2023
Q3 | – | Sell |
-3,076
| Closed | -$576K | – | 45 |
|
|
2023
Q2 | $576K | Buy |
3,076
+1,716
| +126% | +$306K | 0.04% | 40 |
|
|
2023
Q1 | $243K | Sell |
1,360
-7,559
| -85% | -$1.39M | 0.02% | 46 |
|
|
2022
Q4 | $1.56M | Sell |
8,919
-40
| -0.4% | -$7.11K | 0.12% | 29 |
|
|
2022
Q3 | $1.48M | Sell |
8,959
-331
| -4% | -$60.4K | 0.11% | 25 |
|
|
2022
Q2 | $1.57M | Buy |
+9,290
| New | +$1.71M | 0.15% | 29 |
|
|
2022
Q1 | – | Sell |
-9,850
| Closed | -$2.19M | – | 36 |
|
|
2021
Q4 | $2.19M | Buy |
9,850
+1,051
| +12% | +$237K | 0.16% | 24 |
|
|
2021
Q3 | $1.93M | Sell |
8,799
-302
| -3% | -$67K | 0.09% | 31 |
|
|
2021
Q2 | $2.09M | Buy |
9,101
+7,525
| +477% | +$1.69M | 4.69% | 4 |
|
|
2021
Q1 | $348K | Sell |
1,576
-91
| -5% | -$19.9K | 1.04% | 21 |
|
|
2020
Q4 | $327K | Hold |
1,667
| – | – | 1.5% | 16 |
|
|
2020
Q3 | $250K | Hold |
1,667
| – | – | 0.02% | 22 |
|
|
2020
Q2 | $239K | Sell |
1,667
-182
| -10% | -$23.9K | 0.02% | 28 |
|
|
2020
Q1 | $212K | Sell |
1,849
-2,260
| -55% | -$337K | 0.02% | 42 |
|
|
2019
Q4 | $681K | Buy |
4,109
+403
| +11% | +$63.7K | 0.05% | 28 |
|
|
2019
Q3 | $561K | Sell |
3,706
-495
| -12% | -$75.6K | 0.05% | 27 |
|
|
2019
Q2 | $653K | Buy |
+4,201
| New | +$648K | 0.06% | 28 |
|
|
2019
Q1 | – | Sell |
-4,227
| Closed | -$566K | – | 29 |
|
|
2018
Q4 | $566K | Hold |
4,227
| – | – | 0.08% | 20 |
|
|
2018
Q3 | $714K | Hold |
4,227
| – | – | 0.12% | 17 |
|
|
2018
Q2 | $692K | Sell |
4,227
-28
| -0.7% | -$4.48K | 0.1% | 17 |
|
|
2018
Q1 | $646K | Sell |
4,255
-150
| -3% | -$23.2K | 0.15% | 13 |
|
|
2017
Q4 | $672K | Buy |
+4,405
| New | +$662K | 0.16% | 15 |
|
Other funds holding IWM
Jordan Park Group's IWM Position: Q1 2026 in Review
Jordan Park Group sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 1,653 shares — an estimated $407K sold.
Jordan Park Group first reported a position in IWM in Q4 2017 and held it in 29 quarters. The position peaked at $2.19M in Q4 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Jordan Park Group reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
- Jordan Park Group sold 1,653 iShares Russell 2000 ETF shares in Q1 2026, an estimated $407K.
- Jordan Park Group first reported a position in iShares Russell 2000 ETF in Q4 2017 and held it in 29 quarters.
- Jordan Park Group's iShares Russell 2000 ETF position peaked at $2.19M in Q4 2021.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Jordan Park Group's 13F filing for Q1 2026, filed 11 May 2026.