Jackson Hole Capital Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Jackson Hole Capital Partners’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$763K	Hold	3,077	–	–	0.13%	126
2025 Q4	$757K	Hold	3,077	–	–	0.13%	126
2025 Q3	$745K	Sell	3,077 -841	-21%	-$193K	0.13%	126
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%	106
2024 Q1	$824K	Hold	3,918	–	–	0.19%	101
2023 Q4	$786K	Buy	3,918 +189	+5%	+$33.9K	0.2%	95
2023 Q3	$659K	Hold	3,729	–	–	0.19%	100
2023 Q2	$698K	Hold	3,729	–	–	0.19%	105
2023 Q1	$665K	Hold	3,729	–	–	0.17%	116
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%	+$295K	0.2%	99
2022 Q1	$437K	Hold	2,129	–	–	0.13%	128
2021 Q4	$474K	Hold	2,129	–	–	0.15%	114
2021 Q3	$466K	Hold	2,129	–	–	0.15%	116
2021 Q2	$488K	Hold	2,129	–	–	0.17%	109
2021 Q1	$470K	Buy	2,129 +159	+8%	+$34.7K	0.19%	101
2020 Q4	$386K	Hold	1,970	–	–	0.18%	108
2020 Q3	$295K	Hold	1,970	–	–	0.16%	108
2020 Q2	$282K	Buy	1,970 +1,320	+203%	+$173K	0.17%	106
2020 Q1	$74K	Hold	650	–	–	0.06%	121
2019 Q4	$108K	Hold	650	–	–	0.06%	153
2019 Q3	$98K	Sell	650 -350	-35%	-$53.4K	0.06%	149
2019 Q2	$156K	Hold	1,000	–	–	0.1%	138
2019 Q1	$153K	Hold	1,000	–	–	0.14%	121
2018 Q4	$134K	Buy	+1,000	New	+$149K	0.14%	117

Other funds holding IWM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Jackson Hole Capital Partners held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 3,077 shares worth $763K. The position accounts for 0.13% of the portfolio, ranked #126.

Jackson Hole Capital Partners first reported a position in IWM in Q4 2018 and has held it in 30 quarters since. The position peaked at $866K in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Jackson Hole Capital Partners held 3,077 shares of iShares Russell 2000 ETF worth $763K as of Q1 2026.
Jackson Hole Capital Partners left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
iShares Russell 2000 ETF made up 0.13% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #126 holding.
Jackson Hole Capital Partners first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 30 quarters since.
Jackson Hole Capital Partners's iShares Russell 2000 ETF position peaked at $866K in Q4 2024.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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