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
2026 Q1	$6.86M	Hold	18,515	–	–	0.37%	26
2025 Q4	$7.16M	Sell	18,515 -411	-2%	-$158K	0.42%	22
2025 Q3	$7.17M	Buy	18,926 +28	+0.1%	+$10.2K	0.41%	23
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%	-$1.31M	0.47%	22
2024 Q3	$7.44M	Hold	22,779	–	–	0.51%	17
2024 Q2	$7.03M	Sell	22,779 -1,643	-7%	-$490K	0.54%	17
2024 Q1	$7.33M	Hold	24,422	–	–	0.47%	21
2023 Q4	$6.69M	Buy	+24,422	New	+$6.23M	0.46%	21

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

UMC

UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Jordan Park Group held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 18,515 shares worth $6.86M. The position accounts for 0.37% of the portfolio, ranked #26.

Jordan Park Group first reported a position in IWV in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.44M in Q3 2024. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Jordan Park Group held 18,515 shares of iShares Russell 3000 ETF worth $6.86M as of Q1 2026.
Jordan Park Group left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
iShares Russell 3000 ETF made up 0.37% of Jordan Park Group's portfolio in Q1 2026, its #26 holding.
Jordan Park Group first reported a position in iShares Russell 3000 ETF in Q4 2023 and has held it in 10 quarters since.
Jordan Park Group's iShares Russell 3000 ETF position peaked at $7.44M in Q3 2024.
866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

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