Gilbert & Cook, Inc. IWL Holdings History
Gilbert & Cook, Inc.'s iShares Russell Top 200 ETF Holding Summary
As of 2025-03-31, Gilbert & Cook, Inc. held 516,687.00 shares of iShares Russell Top 200 ETF(IWL), totaling $71.00 Mil. This investment constitutes 10.3% of their stock portfolio, and Gilbert & Cook, Inc. now holds 4.63% of the outstanding iShares Russell Top 200 ETF(IWL) stock.
The initial trade took place in 2021Q2. And since then Gilbert & Cook, Inc. has made 10 purchases of IWL, at an average price of $99.62, for a total of 801,883.00 shares. In addition, there have been 5 sales at an average price of $103.47 for 285,196.00 shares. Based on historical transaction data and IWL's current price of $155.48, Gilbert & Cook, Inc.'s estimated gain on his IWL holdings is $29.96 Mil, reflecting a 37.51% gain to date.
Gilbert & Cook, Inc. IWL ($155.48) Holding Chart
Gilbert & Cook, Inc. IWL ($155.48) 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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