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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-2,052	Closed	-$325K	–	153
2020 Q1	$325K	Hold	2,052	–	–	0.1%	77
2019 Q4	$440K	Hold	2,052	–	–	0.11%	68
2019 Q3	$395K	Hold	2,052	–	–	0.11%	69
2019 Q2	$412K	Hold	2,052	–	–	0.12%	62
2019 Q1	$404K	Hold	2,052	–	–	0.12%	61
2018 Q4	$345K	Sell	2,052 -500	-20%	-$93.3K	0.12%	65
2018 Q3	$549K	Buy	2,552 +500	+24%	+$107K	0.17%	49
2018 Q2	$419K	Hold	2,052	–	–	0.14%	53
2018 Q1	$391K	Hold	2,052	–	–	0.14%	51
2017 Q4	$383K	Hold	2,052	–	–	0.13%	47
2017 Q3	$367K	Hold	2,052	–	–	0.13%	46
2017 Q2	$346K	Hold	2,052	–	–	0.12%	80
2017 Q1	$332K	Sell	2,052 -500	-20%	-$79.4K	0.14%	51
2016 Q4	$393K	Buy	+2,552	New	+$381K	0.17%	46

Other funds holding IWO

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Gilbert & Cook's IWO Position: Q2 2020 in Review

Gilbert & Cook sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2020, closing a stake of 2,052 shares — an estimated $325K sold.

Gilbert & Cook first reported a position in IWO in Q4 2016 and held it in 14 quarters. The position peaked at $549K in Q3 2018. 660 funds tracked by Wall St. Rank hold IWO as of Q2 2020.

Gilbert & Cook reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2020 after selling out during the quarter.
Gilbert & Cook sold 2,052 iShares Russell 2000 Growth ETF shares in Q2 2020, an estimated $325K.
Gilbert & Cook first reported a position in iShares Russell 2000 Growth ETF in Q4 2016 and held it in 14 quarters.
Gilbert & Cook's iShares Russell 2000 Growth ETF position peaked at $549K in Q3 2018.
660 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2020.

Based on Gilbert & Cook's 13F filing for Q2 2020, filed 5 Aug 2020.