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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$965K	Hold	9,927	–	–	0.16%	115
2025 Q4	$956K	Hold	9,927	–	–	0.16%	112
2025 Q3	$958K	Hold	9,927	–	–	0.16%	110
2025 Q2	$913K	Hold	9,927	–	–	0.17%	111
2025 Q1	$844K	Hold	9,927	–	–	0.17%	111
2024 Q4	$878K	Sell	9,927 -415	-4%	-$37.7K	0.18%	105
2024 Q3	$912K	Buy	10,342 +415	+4%	+$35K	0.19%	102
2024 Q2	$805K	Buy	9,927 +26	+0.3%	+$2.12K	0.17%	105
2024 Q1	$833K	Hold	9,901	–	–	0.19%	100
2023 Q4	$770K	Hold	9,901	–	–	0.2%	96
2023 Q3	$686K	Hold	9,901	–	–	0.2%	97
2023 Q2	$723K	Sell	9,901 -2,105	-18%	-$146K	0.2%	101
2023 Q1	$839K	Hold	12,006	–	–	0.22%	102
2022 Q4	$810K	Hold	12,006	–	–	0.24%	92
2022 Q3	$746K	Hold	12,006	–	–	0.23%	96
2022 Q2	$776K	Hold	12,006	–	–	0.24%	92
2022 Q1	$937K	Buy	12,006 +5,171	+76%	+$398K	0.27%	87
2021 Q4	$567K	Hold	6,835	–	–	0.18%	105
2021 Q3	$535K	Hold	6,835	–	–	0.17%	112
2021 Q2	$542K	Hold	6,835	–	–	0.19%	102
2021 Q1	$505K	Hold	6,835	–	–	0.21%	96
2020 Q4	$469K	Hold	6,835	–	–	0.21%	96
2020 Q3	$392K	Hold	6,835	–	–	0.21%	94
2020 Q2	$366K	Buy	+6,835	New	+$343K	0.22%	92

Other funds holding IWR

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

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

Jackson Hole Capital Partners held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 9,927 shares worth $965K. The position accounts for 0.16% of the portfolio, ranked #115.

Jackson Hole Capital Partners first reported a position in IWR in Q2 2020 and has held it in 24 quarters since. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Jackson Hole Capital Partners held 9,927 shares of iShares Russell Mid-Cap ETF worth $965K as of Q1 2026.
Jackson Hole Capital Partners left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.16% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #115 holding.
Jackson Hole Capital Partners first reported a position in iShares Russell Mid-Cap ETF in Q2 2020 and has held it in 24 quarters since.
1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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