Jordan Park Group LLC IWB Holdings History

Number of Shares
211,745.00
Current Holdings Value*
$64.95 Mil
% of Portfolio
4.72%
Total Estimate Gain
$20.03 Mil
% of Total Estimate Gain
31.49%

Jordan Park Group LLC's iShares Russell 1000 ETF Holding Summary

As of 2025-03-31, Jordan Park Group LLC held 211,745.00 shares of iShares Russell 1000 ETF(IWB), totaling $64.95 Mil. This investment constitutes 4.72% of their stock portfolio, and Jordan Park Group LLC now holds 0.17% of the outstanding iShares Russell 1000 ETF(IWB) stock.

The initial trade took place in 2018Q4. And since then Jordan Park Group LLC has made 13 purchases of IWB, at an average price of $236.76, for a total of 268,625.00 shares. In addition, there have been 8 sales at an average price of $183.49 for 56,880.00 shares. Based on historical transaction data and IWB's current price of $345.66, Jordan Park Group LLC's estimated gain on his IWB holdings is $20.03 Mil, reflecting a 31.49% gain to date.

Jordan Park Group LLC IWB ($345.66) Holding Chart

Jordan Park Group LLC IWB ($345.66) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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