Gilbert & Cook’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.06M | Sell |
36,523
-756
| -2% | -$195K | 1.17% | 10 |
|
|
2025
Q4 | $9.18M | Sell |
37,279
-5,141
| -12% | -$1.26M | 1.15% | 11 |
|
|
2025
Q3 | $10.3M | Sell |
42,420
-1,925
| -4% | -$442K | 1.32% | 10 |
|
|
2025
Q2 | $9.57M | Sell |
44,345
-3,517
| -7% | -$708K | 1.29% | 10 |
|
|
2025
Q1 | $9.55M | Sell |
47,862
-20,254
| -30% | -$4.39M | 1.38% | 9 |
|
|
2024
Q4 | $15.1M | Sell |
68,116
-68,890
| -50% | -$15.7M | 2.12% | 8 |
|
|
2024
Q3 | $30.3M | Buy |
137,006
+6,552
| +5% | +$1.4M | 4.16% | 7 |
|
|
2024
Q2 | $26.5M | Sell |
130,454
-1,529
| -1% | -$309K | 3.87% | 7 |
|
|
2024
Q1 | $27.8M | Buy |
131,983
+1,430
| +1% | +$285K | 3.78% | 7 |
|
|
2023
Q4 | $26.2M | Buy |
130,553
+5,440
| +4% | +$975K | 3.71% | 7 |
|
|
2023
Q3 | $22.1M | Buy |
125,113
+1,016
| +0.8% | +$191K | 3.49% | 8 |
|
|
2023
Q2 | $23.2M | Buy |
124,097
+4,341
| +4% | +$774K | 3.73% | 8 |
|
|
2023
Q1 | $21.4M | Buy |
119,756
+1,885
| +2% | +$347K | 3.69% | 8 |
|
|
2022
Q4 | $20.6M | Buy |
117,871
+15,667
| +15% | +$2.79M | 3.74% | 7 |
|
|
2022
Q3 | $18.1M | Sell |
102,204
-13,215
| -11% | -$2.41M | 4.03% | 7 |
|
|
2022
Q2 | $19.5M | Buy |
115,419
+4,922
| +4% | +$907K | 3.51% | 8 |
|
|
2022
Q1 | $22.7M | Buy |
110,497
+12,189
| +12% | +$2.49M | 3.67% | 8 |
|
|
2021
Q4 | $21.9M | Buy |
98,308
+2,415
| +3% | +$546K | 3.52% | 8 |
|
|
2021
Q3 | $21M | Buy |
95,893
+1,811
| +2% | +$401K | 3.75% | 8 |
|
|
2021
Q2 | $21.6M | Buy |
94,082
+202
| +0.2% | +$45.4K | 3.88% | 7 |
|
|
2021
Q1 | $20.7M | Sell |
93,880
-11,509
| -11% | -$2.51M | 4.08% | 7 |
|
|
2020
Q4 | $20.4M | Sell |
105,389
-39,810
| -27% | -$6.97M | 4.41% | 6 |
|
|
2020
Q3 | $21.7M | Sell |
145,199
-1,004
| -0.7% | -$151K | 5.15% | 6 |
|
|
2020
Q2 | $20.9M | Buy |
146,203
+357
| +0.2% | +$46.8K | 5.25% | 5 |
|
|
2020
Q1 | $16.7M | Buy |
145,846
+7,772
| +6% | +$1.16M | 4.91% | 8 |
|
|
2019
Q4 | $22.9M | Buy |
138,074
+5,491
| +4% | +$868K | 5.6% | 5 |
|
|
2019
Q3 | $20.1M | Buy |
132,583
+8,099
| +7% | +$1.24M | 5.62% | 4 |
|
|
2019
Q2 | $19.4M | Buy |
124,484
+4,990
| +4% | +$769K | 5.66% | 4 |
|
|
2019
Q1 | $18.3M | Buy |
119,494
+10,266
| +9% | +$1.54M | 5.56% | 4 |
|
|
2018
Q4 | $14.6M | Buy |
109,228
+8,757
| +9% | +$1.31M | 5.17% | 4 |
|
|
2018
Q3 | $16.9M | Buy |
100,471
+3,091
| +3% | +$522K | 5.25% | 4 |
|
|
2018
Q2 | $15.9M | Buy |
97,380
+4,399
| +5% | +$704K | 5.38% | 5 |
|
|
2018
Q1 | $14.1M | Buy |
92,981
+5,360
| +6% | +$828K | 4.94% | 6 |
|
|
2017
Q4 | $13.4M | Buy |
87,621
+3,915
| +5% | +$588K | 4.65% | 6 |
|
|
2017
Q3 | $12.4M | Buy |
83,706
+4,339
| +5% | +$611K | 4.53% | 7 |
|
|
2017
Q2 | $11.2M | Buy |
79,367
+5,224
| +7% | +$723K | 3.95% | 7 |
|
|
2017
Q1 | $10.2M | Buy |
74,143
+5,192
| +8% | +$709K | 4.2% | 7 |
|
|
2016
Q4 | $9.3M | Buy |
+68,951
| New | +$8.81M | 4.11% | 7 |
|
Other funds holding IWM
Gilbert & Cook's IWM Position: Q1 2026 in Review
Gilbert & Cook reduced its iShares Russell 2000 ETF (IWM) stake by 2% in Q1 2026, selling an estimated $195K and leaving 36,523 shares worth $9.06M. The position accounts for 1.17% of the portfolio, ranked #10.
Gilbert & Cook first reported a position in IWM in Q4 2016 and has held it in 38 quarters since. The position peaked at $30.3M in Q3 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Gilbert & Cook held 36,523 shares of iShares Russell 2000 ETF worth $9.06M as of Q1 2026.
- Gilbert & Cook sold 756 iShares Russell 2000 ETF shares in Q1 2026, an estimated $195K.
- iShares Russell 2000 ETF made up 1.17% of Gilbert & Cook's portfolio in Q1 2026, its #10 holding.
- Gilbert & Cook first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 38 quarters since.
- Gilbert & Cook's iShares Russell 2000 ETF position peaked at $30.3M in Q3 2024.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Gilbert & Cook's 13F filing for Q1 2026, filed 5 May 2026.