JCI
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Jet Capital Investors’s iShares Russell 2000 ETF IWM Stock Holding History

Jet Capital Investors’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
2023
Q3 		– Sell
-150,000
Closed -$28.1M – 23
2023
Q2 		$28.1M Buy
+150,000
New +$26.7M 5.42% 6
2022
Q3 		– Sell
-15,000
Closed -$2.54M – 19
2022
Q2 		$2.54M Sell
15,000
-245,000
-94% -$45.2M 0.83% 22
2022
Q1 		$53.4M Buy
+260,000
New +$53M 8.36% 2
2021
Q2 		– Sell
-150,000
Closed -$33.1M – 34
2021
Q1 		$33.1M Buy
+150,000
New +$32.8M 5.82% 6
2013
Q4 		– Sell
-728,600
Closed -$77.7M – 46
2013
Q3 		$77.7M Buy
+728,600
New +$75.4M 5.64% 6

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return