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

Bank of Jackson Hole Trust’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
Q1 		$4.03M Sell
18,851
-499
-3% -$109K 1.95% 11
2025
Q4 		$4.07M Sell
19,350
-118
-0.6% -$24.4K 1.93% 13
2025
Q3 		$3.96M Buy
19,468
+5
+0% +$995 1.98% 11
2025
Q2 		$3.78M Buy
19,463
+2,731
+16% +$506K 2.15% 10
2025
Q1 		$3.25M Buy
16,732
+1,107
+7% +$211K 2.1% 9
2024
Q4 		$2.89M Buy
+15,625
New +$3M 1.93% 11

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of Jackson Hole Trust's IWD Position: Q1 2026 in Review

Bank of Jackson Hole Trust reduced its iShares Russell 1000 Value ETF (IWD) stake by 2.6% in Q1 2026, selling an estimated $109K and leaving 18,851 shares worth $4.03M. The position accounts for 1.95% of the portfolio, ranked #11.

Bank of Jackson Hole Trust first reported a position in IWD in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.07M in Q4 2025. 1,900 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Bank of Jackson Hole Trust held 18,851 shares of iShares Russell 1000 Value ETF worth $4.03M as of Q1 2026.
  • Bank of Jackson Hole Trust sold 499 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $109K.
  • iShares Russell 1000 Value ETF made up 1.95% of Bank of Jackson Hole Trust's portfolio in Q1 2026, its #11 holding.
  • Bank of Jackson Hole Trust first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Bank of Jackson Hole Trust's iShares Russell 1000 Value ETF position peaked at $4.07M in Q4 2025.
  • 1,900 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q1 2026, filed 12 May 2026.