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Gilbert & Cook’s iShares Russell 2000 ETF IWM Stock Holding History

Gilbert & Cook’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-227,838
Closed -$415K – 163
2020
Q2 		$415K Buy
+227,838
New +$29.9M 0.1% 74

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gilbert & Cook's IWM Position: Q2 2026 in Review

Gilbert & Cook reduced its iShares Russell 2000 ETF (IWM) stake by 2% in Q2 2026, selling an estimated $201K and leaving 35,808 shares worth $10.8M. The position accounts for 1.24% of the portfolio, ranked #10.

Gilbert & Cook first reported a position in IWM in Q4 2016 and has held it in 39 quarters since. The position peaked at $30.3M in Q3 2024. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Gilbert & Cook held 35,808 shares of iShares Russell 2000 ETF worth $10.8M as of Q2 2026.
  • Gilbert & Cook sold 715 iShares Russell 2000 ETF shares in Q2 2026, an estimated $201K.
  • iShares Russell 2000 ETF made up 1.24% of Gilbert & Cook's portfolio in Q2 2026, its #10 holding.
  • Gilbert & Cook first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 39 quarters since.
  • Gilbert & Cook's iShares Russell 2000 ETF position peaked at $30.3M in Q3 2024.
  • 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Gilbert & Cook's 13F filing for Q2 2026, filed 28 Jul 2026.