Bank of Jackson Hole Trust’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.78M Buy
19,463
+2,731
+16% +$530K 2.15% 10
2025
Q1
$3.25M Buy
16,732
+1,107
+7% +$215K 2.1% 9
2024
Q4
$2.89M Buy
+15,625
New +$2.89M 1.93% 11