Jump Financial’s iShares Russell 1000 Value ETF IWD Stock Holding History

Jump Financial’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-6,341	Closed	-$1.35M	–	2248
2026 Q1	$1.35M	Buy	+6,341	New	+$1.39M	0.02%	806
2025 Q1	–	Sell	-39,914	Closed	-$7.39M	–	1811
2024 Q4	$7.39M	Buy	+39,914	New	+$7.66M	0.15%	170
2024 Q1	–	Sell	-32,479	Closed	-$5.37M	–	2089
2023 Q4	$5.37M	Buy	+32,479	New	+$5.02M	0.17%	99
2023 Q3	–	Sell	-46,400	Closed	-$7.32M	–	2045
2023 Q2	$7.32M	Buy	46,400 +21,962	+90%	+$3.36M	0.27%	60
2023 Q1	$3.72M	Buy	24,438 +19,638	+409%	+$3.03M	0.15%	215
2022 Q4	$728K	Sell	4,800 -8,109	-63%	-$1.21M	0.04%	622
2022 Q3	$1.75M	Buy	12,909 +2,516	+24%	+$378K	0.07%	421
2022 Q2	$1.51M	Sell	10,393 -14,933	-59%	-$2.34M	0.06%	428
2022 Q1	$4.2M	Buy	+25,326	New	+$4.16M	0.18%	100
2021 Q4	–	Sell	-49,877	Closed	-$7.81M	–	1550
2021 Q3	$7.81M	Buy	49,877 +37,548	+305%	+$6.02M	0.56%	17
2021 Q2	$1.96M	Buy	12,329 +2,727	+28%	+$432K	0.19%	110
2021 Q1	$1.46M	Sell	9,602 -2,759	-22%	-$399K	0.14%	169
2020 Q4	$1.69M	Buy	+12,361	New	+$1.59M	0.29%	50

Other funds holding IWD

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Jump Financial's IWD Position: Q2 2026 in Review

Jump Financial sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2026, closing a stake of 6,341 shares — an estimated $1.35M sold.

Jump Financial first reported a position in IWD in Q4 2020 and held it in 13 quarters. The position peaked at $7.81M in Q3 2021. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Jump Financial reported no remaining iShares Russell 1000 Value ETF position as of Q2 2026 after selling out during the quarter.
Jump Financial sold 6,341 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $1.35M.
Jump Financial first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and held it in 13 quarters.
Jump Financial's iShares Russell 1000 Value ETF position peaked at $7.81M in Q3 2021.
1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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