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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$60.3K	Hold	192	–	–	0.01%	253
2025 Q4	$62K	Hold	192	–	–	0.01%	249
2025 Q3	$61.4K	Hold	192	–	–	0.01%	246
2025 Q2	$54.9K	Hold	192	–	–	0.01%	232
2025 Q1	$49.1K	Hold	192	–	–	0.01%	233
2024 Q4	$55.3K	Hold	192	–	–	0.01%	227
2024 Q3	$54.5K	Hold	192	–	–	0.01%	222
2024 Q2	$50.4K	Hold	192	–	–	0.01%	224
2024 Q1	$52K	Hold	192	–	–	0.01%	223
2023 Q4	$48.4K	Hold	192	–	–	0.01%	221
2023 Q3	$43K	Hold	192	–	–	0.01%	207
2023 Q2	$46.6K	Hold	192	–	–	0.01%	219
2023 Q1	$43.5K	Hold	192	–	–	0.01%	239
2022 Q4	$41.2K	Hold	192	–	–	0.01%	209
2022 Q3	$40K	Hold	192	–	–	0.01%	205
2022 Q2	$40K	Hold	192	–	–	0.01%	194
2022 Q1	$49K	Hold	192	–	–	0.01%	197
2021 Q4	$56K	Hold	192	–	–	0.02%	189
2021 Q3	$56K	Hold	192	–	–	0.02%	199
2021 Q2	$60K	Hold	192	–	–	0.02%	193
2021 Q1	$58K	Hold	192	–	–	0.02%	187
2020 Q4	$55K	Hold	192	–	–	0.03%	168
2020 Q3	$43K	Hold	192	–	–	0.02%	150
2020 Q2	$40K	Hold	192	–	–	0.02%	136
2020 Q1	$30K	Hold	192	–	–	0.02%	130
2019 Q4	$41K	Hold	192	–	–	0.02%	168
2019 Q3	$37K	Hold	192	–	–	0.02%	165
2019 Q2	$39K	Hold	192	–	–	0.02%	164
2019 Q1	$38K	Hold	192	–	–	0.03%	137
2018 Q4	$32K	Buy	+192	New	+$35.8K	0.03%	127

Other funds holding IWO

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Jackson Hole Capital Partners held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 192 shares worth $60.3K. The position accounts for 0.01% of the portfolio, ranked #253.

Jackson Hole Capital Partners first reported a position in IWO in Q4 2018 and has held it in 30 quarters since. The position peaked at $62K in Q4 2025. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Jackson Hole Capital Partners held 192 shares of iShares Russell 2000 Growth ETF worth $60.3K as of Q1 2026.
Jackson Hole Capital Partners left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 2000 Growth ETF made up 0.01% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #253 holding.
Jackson Hole Capital Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and has held it in 30 quarters since.
Jackson Hole Capital Partners's iShares Russell 2000 Growth ETF position peaked at $62K in Q4 2025.
1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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