Jackson Hole Capital Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Jackson Hole Capital Partners’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	$106K	Buy	498 +1	+0.2%	+$219	0.02%	237
2025 Q4	$105K	Hold	497	–	–	0.02%	235
2025 Q3	$101K	Hold	497	–	–	0.02%	232
2025 Q2	$96.5K	Hold	497	–	–	0.02%	223
2025 Q1	$93.5K	Buy	497 +250	+101%	+$47.6K	0.02%	222
2024 Q4	$45.7K	Hold	247	–	–	0.01%	230
2024 Q3	$46.9K	Hold	247	–	–	0.01%	225
2024 Q2	$43.1K	Hold	247	–	–	0.01%	227
2024 Q1	$44.2K	Hold	247	–	–	0.01%	227
2023 Q4	$40.8K	Hold	247	–	–	0.01%	225
2023 Q3	$37.5K	Hold	247	–	–	0.01%	208
2023 Q2	$39K	Hold	247	–	–	0.01%	223
2023 Q1	$37.6K	Hold	247	–	–	0.01%	241
2022 Q4	$37.5K	Hold	247	–	–	0.01%	212
2022 Q3	$34K	Hold	247	–	–	0.01%	213
2022 Q2	$36K	Hold	247	–	–	0.01%	196
2022 Q1	$41K	Hold	247	–	–	0.01%	201
2021 Q4	$41K	Hold	247	–	–	0.01%	194
2021 Q3	$39K	Hold	247	–	–	0.01%	206
2021 Q2	$39K	Hold	247	–	–	0.01%	203
2021 Q1	$37K	Hold	247	–	–	0.02%	198
2020 Q4	$34K	Hold	247	–	–	0.02%	177
2020 Q3	$29K	Hold	247	–	–	0.02%	157
2020 Q2	$28K	Hold	247	–	–	0.02%	141
2020 Q1	$24K	Hold	247	–	–	0.02%	133
2019 Q4	$34K	Hold	247	–	–	0.02%	171
2019 Q3	$32K	Hold	247	–	–	0.02%	169
2019 Q2	$31K	Hold	247	–	–	0.02%	170
2019 Q1	$31K	Hold	247	–	–	0.03%	140
2018 Q4	$27K	Buy	+247	New	+$29.6K	0.03%	129

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Jackson Hole Capital Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 0.2% in Q1 2026, buying an estimated $219 and bringing the position to 498 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #237.

Jackson Hole Capital Partners first reported a position in IWD in Q4 2018 and has held it in 30 quarters since. 1,900 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Jackson Hole Capital Partners held 498 shares of iShares Russell 1000 Value ETF worth $106K as of Q1 2026.
Jackson Hole Capital Partners bought 1 iShares Russell 1000 Value ETF share in Q1 2026, an estimated $219.
iShares Russell 1000 Value ETF made up 0.02% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #237 holding.
Jackson Hole Capital Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 30 quarters since.
1,900 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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