Gilbert & Cook, Inc. IWR Holdings History
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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