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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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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.