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Jackson Hole Capital Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Jackson Hole Capital Partners’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$820K Buy
6,597
+1,255
+23% +$159K 0.14% 123
2025
Q4 		$642K Buy
5,342
+308
+6% +$36.8K 0.11% 136
2025
Q3 		$598K Buy
5,034
+424
+9% +$48.8K 0.1% 145
2025
Q2 		$504K Buy
4,610
+117
+3% +$12.1K 0.09% 146
2025
Q1 		$470K Sell
4,493
-149
-3% -$16.8K 0.09% 144
2024
Q4 		$535K Sell
4,642
-203
-4% -$24.3K 0.11% 134
2024
Q3 		$567K Buy
4,845
+456
+10% +$51.5K 0.12% 125
2024
Q2 		$468K Sell
4,389
-92
-2% -$9.84K 0.1% 139
2024
Q1 		$495K Buy
4,481
+1,196
+36% +$127K 0.11% 133
2023
Q4 		$356K Buy
3,285
+201
+7% +$19.4K 0.09% 156
2023
Q3 		$291K Buy
3,084
+150
+5% +$15K 0.09% 161
2023
Q2 		$292K Buy
2,934
+61
+2% +$5.81K 0.08% 169
2023
Q1 		$278K Buy
2,873
+136
+5% +$13.6K 0.07% 181
2022
Q4 		$259K Hold
2,737
– – 0.08% 156
2022
Q3 		$239K Buy
2,737
+1,534
+128% +$149K 0.07% 163
2022
Q2 		$111K Hold
1,203
– – 0.03% 181
2022
Q1 		$130K Sell
1,203
-59
-5% -$6.37K 0.04% 183
2021
Q4 		$145K Buy
1,262
+192
+18% +$21.9K 0.05% 178
2021
Q3 		$117K Buy
1,070
+195
+22% +$21.5K 0.04% 188
2021
Q2 		$99K Buy
875
+192
+28% +$21.4K 0.03% 186
2021
Q1 		$74K Buy
683
+15
+2% +$1.57K 0.03% 182
2020
Q4 		$61K Buy
668
+153
+30% +$12.6K 0.03% 166
2020
Q3 		$36K Buy
515
+293
+132% +$21K 0.02% 155
2020
Q2 		$15K Hold
222
– – 0.01% 149
2020
Q1 		$12K Hold
222
– – 0.01% 142
2019
Q4 		$19K Hold
222
– – 0.01% 180
2019
Q3 		$17K Sell
222
-453
-67% -$35.1K 0.01% 178
2019
Q2 		$53K Hold
675
– – 0.03% 157
2019
Q1 		$52K Buy
675
+175
+35% +$13.4K 0.05% 133
2018
Q4 		$35K Buy
+500
New +$38.6K 0.04% 126

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jackson Hole Capital Partners's IJR Position: Q1 2026 in Review

Jackson Hole Capital Partners increased its iShares Core S&P Small-Cap ETF (IJR) stake by 23% in Q1 2026, buying an estimated $159K and bringing the position to 6,597 shares worth $820K. The position accounts for 0.14% of the portfolio, ranked #123.

Jackson Hole Capital Partners first reported a position in IJR in Q4 2018 and has held it in 30 quarters since. 2,757 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Jackson Hole Capital Partners held 6,597 shares of iShares Core S&P Small-Cap ETF worth $820K as of Q1 2026.
  • Jackson Hole Capital Partners bought 1,255 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $159K.
  • iShares Core S&P Small-Cap ETF made up 0.14% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #123 holding.
  • Jackson Hole Capital Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • 2,757 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2026, filed 8 May 2026.