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Bank of Jackson Hole Trust’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bank of Jackson Hole Trust’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-385
Closed -$121K – 235
2026
Q1 		$121K Buy
385
+25
+7% +$8.32K 0.06% 174
2025
Q4 		$116K Hold
360
– – 0.06% 172
2025
Q3 		$115K Hold
360
– – 0.06% 170
2025
Q2 		$103K Hold
360
– – 0.06% 169
2025
Q1 		$99.6K Sell
360
-50
-12% -$14.1K 0.06% 163
2024
Q4 		$118K Buy
+410
New +$121K 0.08% 153

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Bank of Jackson Hole Trust's IWO Position: Q2 2026 in Review

Bank of Jackson Hole Trust sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2026, closing a stake of 385 shares — an estimated $121K sold.

Bank of Jackson Hole Trust first reported a position in IWO in Q4 2024 and held it in 6 quarters. The position peaked at $121K in Q1 2026. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Bank of Jackson Hole Trust reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Bank of Jackson Hole Trust sold 385 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $121K.
  • Bank of Jackson Hole Trust first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and held it in 6 quarters.
  • Bank of Jackson Hole Trust's iShares Russell 2000 Growth ETF position peaked at $121K in Q1 2026.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q2 2026.