Number of Shares
16,732.00
Current Holdings Value*
$3.25 Mil
% of Portfolio
2.1%
Total Estimate Gain
$63,134.63
% of Total Estimate Gain
1.97%

Bank of Jackson Hole Trust's iShares Russell 1000 Value ETF Holding Summary

As of 2025-03-31, Bank of Jackson Hole Trust held 16,732.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $3.25 Mil. This investment constitutes 2.1% of their stock portfolio, and Bank of Jackson Hole Trust now holds 0.01% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.

The initial trade took place in 2024Q4. And since then Bank of Jackson Hole Trust has made 1 purchases of IWD, at an average price of $191.77, for a total of 16,732.00 shares. Based on historical transaction data and IWD's current price of $195.54, Bank of Jackson Hole Trust's estimated gain on his IWD holdings is $63,134.63, reflecting a 1.97% gain to date.

Bank of Jackson Hole Trust IWD ($195.54) Holding Chart

Bank of Jackson Hole Trust IWD ($195.54) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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