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 Q2	$416K	Buy	+1,015	New	+$402K	﹤0.01%	1536
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%	655
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jump Financial's IWB Position: Q2 2026 in Review

Jump Financial opened a new position in iShares Russell 1000 ETF (IWB) in Q2 2026: 1,015 shares worth $416K. The stake represents ﹤0.01% of the portfolio and ranks #1536 among its holdings. This is a return to the name: Jump Financial previously reported a position in IWB as recently as Q4 2025.

Jump Financial first reported a position in IWB in Q4 2020 and has held it in 12 quarters since. The position peaked at $10.8M in Q3 2021. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Jump Financial held 1,015 shares of iShares Russell 1000 ETF worth $416K as of Q2 2026.
iShares Russell 1000 ETF was a new Jump Financial position in Q2 2026.
iShares Russell 1000 ETF made up ﹤0.01% of Jump Financial's portfolio in Q2 2026, its #1536 holding.
Jump Financial first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 12 quarters since.
Jump Financial's iShares Russell 1000 ETF position peaked at $10.8M in Q3 2021.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Jump Financial's 13F filing for Q2 2026, filed 13 Aug 2026.