JF
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Jump Financial’s iShares Russell 1000 ETF IWB Stock Holding History

Jump Financial’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,051
Closed -$1.89M – 2140
2025
Q4 		$1.89M Sell
5,051
-7,376
-59% -$2.73M 0.02% 709
2025
Q3 		$4.54M Buy
12,427
+5,351
+76% +$1.88M 0.05% 437
2025
Q2 		$2.4M Buy
+7,076
New +$2.22M 0.03% 654
2024
Q4 		– Sell
-6,582
Closed -$2.07M – 1824
2024
Q3 		$2.07M Buy
+6,582
New +$1.99M 0.04% 501
2024
Q1 		– Sell
-41,032
Closed -$10.8M – 2088
2023
Q4 		$10.8M Buy
+41,032
New +$10M 0.34% 32
2023
Q3 		– Sell
-13,676
Closed -$3.33M – 2044
2023
Q2 		$3.33M Sell
13,676
-21,882
-62% -$5.04M 0.12% 212
2023
Q1 		$8.01M Buy
+35,558
New +$7.83M 0.33% 16
2021
Q4 		– Sell
-44,554
Closed -$10.8M – 1549
2021
Q3 		$10.8M Buy
44,554
+24,636
+124% +$6.12M 0.78% 13
2021
Q2 		$4.82M Buy
19,918
+10,901
+121% +$2.57M 0.47% 17
2021
Q1 		$2.02M Buy
9,017
+6,308
+233% +$1.38M 0.19% 97
2020
Q4 		$574K Buy
+2,709
New +$541K 0.1% 332

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Jump Financial's IWB Position: Q1 2026 in Review

Jump Financial sold out of iShares Russell 1000 ETF (IWB) in Q1 2026, closing a stake of 5,051 shares — an estimated $1.89M sold.

Jump Financial first reported a position in IWB in Q4 2020 and held it in 11 quarters. The position peaked at $10.8M in Q3 2021. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Jump Financial reported no remaining iShares Russell 1000 ETF position as of Q1 2026 after selling out during the quarter.
  • Jump Financial sold 5,051 iShares Russell 1000 ETF shares in Q1 2026, an estimated $1.89M.
  • Jump Financial first reported a position in iShares Russell 1000 ETF in Q4 2020 and held it in 11 quarters.
  • Jump Financial's iShares Russell 1000 ETF position peaked at $10.8M in Q3 2021.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Jump Financial's 13F filing for Q1 2026, filed 14 May 2026.