Gilbert & Cook’s iShares Russell 1000 Value ETF IWD Stock Holding History

Gilbert & Cook’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,359	Closed	-$213K	–	215
2021 Q3	$213K	Buy	1,359 +66	+5%	+$10.6K	0.04%	200
2021 Q2	$205K	Buy	+1,293	New	+$205K	0.04%	209
2018 Q2	–	Sell	-1,728	Closed	-$207K	–	101
2018 Q1	$207K	Sell	1,728 -722	-29%	-$90K	0.07%	87
2017 Q4	$305K	Buy	2,450 +2	+0.1%	+$242	0.11%	55
2017 Q3	$290K	Sell	2,448 -805	-25%	-$93.8K	0.11%	57
2017 Q2	$379K	Sell	3,253 -314	-9%	-$36.1K	0.13%	73
2017 Q1	$410K	Sell	3,567 -264	-7%	-$30.3K	0.17%	45
2016 Q4	$429K	Buy	+3,831	New	+$414K	0.19%	42

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gilbert & Cook's IWD Position: Q4 2021 in Review

Gilbert & Cook sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2021, closing a stake of 1,359 shares — an estimated $213K sold.

Gilbert & Cook first reported a position in IWD in Q4 2016 and held it in 8 quarters. The position peaked at $429K in Q4 2016. 1,386 funds tracked by Wall St. Rank hold IWD as of Q4 2021.

Gilbert & Cook reported no remaining iShares Russell 1000 Value ETF position as of Q4 2021 after selling out during the quarter.
Gilbert & Cook sold 1,359 iShares Russell 1000 Value ETF shares in Q4 2021, an estimated $213K.
Gilbert & Cook first reported a position in iShares Russell 1000 Value ETF in Q4 2016 and held it in 8 quarters.
Gilbert & Cook's iShares Russell 1000 Value ETF position peaked at $429K in Q4 2016.
1,386 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2021.

Based on Gilbert & Cook's 13F filing for Q4 2021, filed 19 Jan 2022.