Jackson Hole Capital Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$590K	Hold	4,608	–	–	0.1%	147
2025 Q4	$631K	Hold	4,608	–	–	0.11%	139
2025 Q3	$656K	Hold	4,608	–	–	0.11%	139
2025 Q2	$639K	Hold	4,608	–	–	0.12%	131
2025 Q1	$541K	Hold	4,608	–	–	0.11%	135
2024 Q4	$584K	Hold	4,608	–	–	0.12%	129
2024 Q3	$540K	Hold	4,608	–	–	0.11%	129
2024 Q2	$508K	Hold	4,608	–	–	0.11%	128
2024 Q1	$526K	Hold	4,608	–	–	0.12%	127
2023 Q4	$481K	Buy	4,608 +9	+0.2%	+$853	0.12%	127
2023 Q3	$420K	Hold	4,599	–	–	0.12%	132
2023 Q2	$444K	Buy	4,599 +4	+0.1%	+$365	0.12%	133
2023 Q1	$418K	Buy	4,595 +8	+0.2%	+$714	0.11%	145
2022 Q4	$384K	Buy	4,587 +23	+0.5%	+$1.94K	0.11%	137
2022 Q3	$358K	Buy	+4,564	New	+$393K	0.11%	134

Other funds holding IWP

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

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

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Jackson Hole Capital Partners held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 4,608 shares worth $590K. The position accounts for 0.1% of the portfolio, ranked #147.

Jackson Hole Capital Partners first reported a position in IWP in Q3 2022 and has held it in 15 quarters since. The position peaked at $656K in Q3 2025. 1,175 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Jackson Hole Capital Partners held 4,608 shares of iShares Russell Mid-Cap Growth ETF worth $590K as of Q1 2026.
Jackson Hole Capital Partners left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Growth ETF made up 0.1% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #147 holding.
Jackson Hole Capital Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2022 and has held it in 15 quarters since.
Jackson Hole Capital Partners's iShares Russell Mid-Cap Growth ETF position peaked at $656K in Q3 2025.
1,175 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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