Gilbert & Cook, Inc. IWR Holdings History

Number of Shares
396,580.00
Current Holdings Value*
$33.74 Mil
% of Portfolio
4.89%
Total Estimate Gain
$33.60 Mil
% of Total Estimate Gain
48.31%

Gilbert & Cook, Inc.'s iShares Russell Mid-Cap ETF Holding Summary

As of 2025-03-31, Gilbert & Cook, Inc. held 396,580.00 shares of iShares Russell Mid-Cap ETF(IWR), totaling $33.74 Mil. This investment constitutes 4.89% of their stock portfolio, and Gilbert & Cook, Inc. now holds 0.09% of the outstanding iShares Russell Mid-Cap ETF(IWR) stock.

The initial trade took place in 2018Q2. And since then Gilbert & Cook, Inc. has made 20 purchases of IWR, at an average price of $58.46, for a total of 1.19 Mil shares. In addition, there have been 7 sales at an average price of $83.93 for 792,869.00 shares. Based on historical transaction data and IWR's current price of $92.26, Gilbert & Cook, Inc.'s estimated gain on his IWR holdings is $33.60 Mil, reflecting a 48.31% gain to date.

Gilbert & Cook, Inc. IWR ($92.26) Holding Chart

Gilbert & Cook, Inc. IWR ($92.26) 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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