Jordan Park Group’s iShares Russell 3000 ETF IWV Stock Holding History

Jordan Park Group’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.63M	Hold
2025 Q1	$6M	Hold
2024 Q4	$6.32M	Sell
2024 Q3	$7.44M	Hold
2024 Q2	$7.03M	Sell
2024 Q1	$7.33M	Hold
2023 Q4	$6.69M	Buy