JPG
Jordan Park Group’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.63M | Hold |
18,898
| – | – | 0.43% | 22 |
|
|
2025
Q1 | $6M | Hold |
18,898
| – | – | 0.44% | 21 |
|
|
2024
Q4 | $6.32M | Sell |
18,898
-3,881
| -17% | -$1.3M | 0.47% | 22 |
|
|
2024
Q3 | $7.44M | Hold |
22,779
| – | – | 0.51% | 17 |
|
|
2024
Q2 | $7.03M | Sell |
22,779
-1,643
| -7% | -$507K | 0.54% | 17 |
|
|
2024
Q1 | $7.33M | Hold |
24,422
| – | – | 0.47% | 21 |
|
|
2023
Q4 | $6.69M | Buy |
+24,422
| New | +$6.69M | 0.46% | 21 |
|