Gilbert & Cook, Inc. IWM Holdings History
Gilbert & Cook, Inc.'s iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, Gilbert & Cook, Inc. held 47,862.00 shares of iShares Russell 2000 ETF(IWM), totaling $9.55 Mil. This investment constitutes 1.38% of their stock portfolio, and Gilbert & Cook, Inc. now holds 0.02% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2018Q2. And since then Gilbert & Cook, Inc. has made 20 purchases of IWM, at an average price of $167.31, for a total of 204,073.00 shares. In addition, there have been 7 sales at an average price of $207.69 for 156,211.00 shares. Based on historical transaction data and IWM's current price of $221.25, Gilbert & Cook, Inc.'s estimated gain on his IWM holdings is $8.89 Mil, reflecting a 26.03% gain to date.
Gilbert & Cook, Inc. IWM ($221.25) Holding Chart
Gilbert & Cook, Inc. IWM ($221.25) 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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