JHCP
Jackson Hole Capital Partners’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $845K | Hold |
3,918
| – | – | 0.16% | 114 |
|
|
2025
Q1 | $782K | Hold |
3,918
| – | – | 0.16% | 115 |
|
|
2024
Q4 | $866K | Hold |
3,918
| – | – | 0.17% | 107 |
|
|
2024
Q3 | $865K | Hold |
3,918
| – | – | 0.18% | 106 |
|
|
2024
Q2 | $795K | Hold |
3,918
| – | – | 0.17% | 105 |
|
|
2024
Q1 | $824K | Hold |
3,918
| – | – | 0.19% | 100 |
|
|
2023
Q4 | $786K | Buy |
3,918
+189
| +5% | +$37.9K | 0.2% | 95 |
|
|
2023
Q3 | $659K | Hold |
3,729
| – | – | 0.19% | 100 |
|
|
2023
Q2 | $698K | Hold |
3,729
| – | – | 0.19% | 104 |
|
|
2023
Q1 | $665K | Hold |
3,729
| – | – | 0.17% | 115 |
|
|
2022
Q4 | $650K | Hold |
3,729
| – | – | 0.19% | 103 |
|
|
2022
Q3 | $615K | Hold |
3,729
| – | – | 0.19% | 106 |
|
|
2022
Q2 | $632K | Buy |
3,729
+1,600
| +75% | +$271K | 0.2% | 99 |
|
|
2022
Q1 | $437K | Hold |
2,129
| – | – | 0.13% | 128 |
|
|
2021
Q4 | $474K | Hold |
2,129
| – | – | 0.15% | 113 |
|
|
2021
Q3 | $466K | Hold |
2,129
| – | – | 0.15% | 115 |
|
|
2021
Q2 | $488K | Hold |
2,129
| – | – | 0.17% | 109 |
|
|
2021
Q1 | $470K | Buy |
2,129
+159
| +8% | +$35.1K | 0.19% | 101 |
|
|
2020
Q4 | $386K | Hold |
1,970
| – | – | 0.18% | 106 |
|
|
2020
Q3 | $295K | Hold |
1,970
| – | – | 0.16% | 106 |
|
|
2020
Q2 | $282K | Buy |
1,970
+1,320
| +203% | +$189K | 0.17% | 104 |
|
|
2020
Q1 | $74K | Hold |
650
| – | – | 0.06% | 120 |
|
|
2019
Q4 | $108K | Hold |
650
| – | – | 0.06% | 152 |
|
|
2019
Q3 | $98K | Sell |
650
-350
| -35% | -$52.8K | 0.06% | 148 |
|
|
2019
Q2 | $156K | Hold |
1,000
| – | – | 0.1% | 137 |
|
|
2019
Q1 | $153K | Hold |
1,000
| – | – | 0.14% | 120 |
|
|
2018
Q4 | $134K | Buy |
+1,000
| New | +$134K | 0.14% | 114 |
|