JHCP
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Jackson Hole Capital Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Jackson Hole Capital Partners’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.94M Buy
52,521
+2,579
+5% +$310K 0.98% 28
2025
Q4 		$6.16M Buy
49,942
+811
+2% +$99.3K 1.05% 24
2025
Q3 		$5.93M Buy
49,131
+618
+1% +$71.1K 1.01% 26
2025
Q2 		$5.34M Sell
48,513
-2,556
-5% -$253K 0.98% 27
2025
Q1 		$4.74M Buy
51,069
+252
+0.5% +$25.4K 0.94% 27
2024
Q4 		$5.16M Sell
50,817
-3,831
-7% -$382K 1.04% 22
2024
Q3 		$5.23M Sell
54,648
-1,455
-3% -$134K 1.09% 25
2024
Q2 		$5.19M Sell
56,103
-116
-0.2% -$10K 1.13% 22
2024
Q1 		$4.75M Buy
56,219
+1,728
+3% +$139K 1.07% 23
2023
Q4 		$4.09M Buy
54,491
+629
+1% +$44.8K 1.04% 24
2023
Q3 		$3.69M Buy
53,862
+380
+0.7% +$26.9K 1.08% 21
2023
Q2 		$3.77M Sell
53,482
-1,355
-2% -$89.6K 1.03% 23
2023
Q1 		$3.5M Sell
54,837
-2,434
-4% -$149K 0.92% 26
2022
Q4 		$3.35M Sell
57,271
-5,580
-9% -$335K 1% 29
2022
Q3 		$3.64M Buy
62,851
+2,603
+4% +$169K 1.12% 22
2022
Q2 		$3.64M Buy
60,248
+229
+0.4% +$15.2K 1.14% 24
2022
Q1 		$4.58M Buy
60,019
+2,530
+4% +$190K 1.32% 15
2021
Q4 		$4.81M Buy
57,489
+276
+0.5% +$22.2K 1.5% 13
2021
Q3 		$4.23M Buy
57,213
+1,665
+3% +$127K 1.37% 15
2021
Q2 		$4.04M Buy
55,548
+726
+1% +$50.3K 1.4% 16
2021
Q1 		$3.57M Buy
54,822
+9,754
+22% +$631K 1.47% 15
2020
Q4 		$2.88M Buy
45,068
+292
+0.7% +$17.7K 1.31% 19
2020
Q3 		$2.59M Buy
44,776
+552
+1% +$31.2K 1.36% 16
2020
Q2 		$2.29M Sell
44,224
-13,120
-23% -$629K 1.39% 17
2020
Q1 		$2.37M Buy
57,344
+7,276
+15% +$344K 1.76% 13
2019
Q4 		$2.42M Buy
50,068
+144
+0.3% +$6.67K 1.33% 17
2019
Q3 		$2.25M Buy
49,924
+34,896
+232% +$1.58M 1.27% 19
2019
Q2 		$673K Buy
15,028
+7,260
+93% +$319K 0.42% 64
2019
Q1 		$335K Buy
7,768
+1,988
+34% +$81.5K 0.3% 98
2018
Q4 		$218K Buy
+5,780
New +$234K 0.23% 109

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Jackson Hole Capital Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 5.2% in Q1 2026, buying an estimated $310K and bringing the position to 52,521 shares worth $5.94M. The position accounts for 0.98% of the portfolio, ranked #28.

Jackson Hole Capital Partners first reported a position in IVW in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.16M in Q4 2025. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Jackson Hole Capital Partners held 52,521 shares of iShares S&P 500 Growth ETF worth $5.94M as of Q1 2026.
  • Jackson Hole Capital Partners bought 2,579 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $310K.
  • iShares S&P 500 Growth ETF made up 0.98% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #28 holding.
  • Jackson Hole Capital Partners first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • Jackson Hole Capital Partners's iShares S&P 500 Growth ETF position peaked at $6.16M in Q4 2025.
  • 2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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