Gilbert & Cook’s iShares Russell Mid-Cap ETF IWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$37.6M	Sell	340,536 -4,563	-1%	-$480K	4.32%	6
2026 Q1	$33.6M	Sell	345,099 -7,489	-2%	-$748K	4.33%	6
2025 Q4	$33.9M	Sell	352,588 -9,870	-3%	-$949K	4.27%	6
2025 Q3	$35M	Sell	362,458 -17,277	-5%	-$1.64M	4.5%	6
2025 Q2	$34.9M	Sell	379,735 -16,845	-4%	-$1.46M	4.72%	6
2025 Q1	$33.7M	Sell	396,580 -64,345	-14%	-$5.74M	4.89%	6
2024 Q4	$40.7M	Sell	460,925 -494,069	-52%	-$44.8M	5.74%	6
2024 Q3	$84.2M	Buy	954,994 +50,150	+6%	+$4.23M	11.57%	2
2024 Q2	$73.4M	Sell	904,844 -20,270	-2%	-$1.65M	10.72%	2
2024 Q1	$77.8M	Sell	925,114 -2,076	-0.2%	-$165K	10.6%	2
2023 Q4	$72.1M	Buy	927,190 +19,594	+2%	+$1.39M	10.2%	2
2023 Q3	$62.9M	Buy	907,596 +30,141	+3%	+$2.2M	9.91%	2
2023 Q2	$64.1M	Buy	877,455 +19,866	+2%	+$1.38M	10.27%	2
2023 Q1	$60M	Buy	857,589 +8,739	+1%	+$617K	10.35%	2
2022 Q4	$57.3M	Buy	848,850 +127,549	+18%	+$8.6M	10.42%	2
2022 Q3	$47.6M	Sell	721,301 -101,733	-12%	-$7M	10.58%	2
2022 Q2	$53.2M	Buy	823,034 +10,648	+1%	+$758K	9.56%	2
2022 Q1	$63.4M	Buy	812,386 +51,467	+7%	+$3.96M	10.26%	2
2021 Q4	$63.2M	Buy	760,919 +31,356	+4%	+$2.57M	10.16%	2
2021 Q3	$57.1M	Buy	729,563 +1,274	+0.2%	+$102K	10.21%	2
2021 Q2	$57.7M	Buy	728,289 +9,781	+1%	+$759K	10.39%	2
2021 Q1	$53.1M	Sell	718,508 -15,939	-2%	-$1.15M	10.45%	2
2020 Q4	$50M	Sell	734,447 -94,437	-11%	-$6.02M	10.78%	2
2020 Q3	$47.5M	Buy	828,884 +1,620	+0.2%	+$92.2K	11.27%	2
2020 Q2	$44.3M	Buy	827,264 +5,457	+0.7%	+$274K	11.11%	2
2020 Q1	$35.5M	Buy	821,807 +45,283	+6%	+$2.49M	10.43%	2
2019 Q4	$46.3M	Buy	776,524 +26,010	+3%	+$1.49M	11.34%	2
2019 Q3	$42M	Buy	750,514 +25,277	+3%	+$1.41M	11.77%	2
2019 Q2	$40.5M	Buy	725,237 +8,589	+1%	+$471K	11.85%	2
2019 Q1	$38.7M	Buy	716,648 +42,375	+6%	+$2.2M	11.75%	2
2018 Q4	$31.3M	Buy	674,273 +29,241	+5%	+$1.48M	11.07%	2
2018 Q3	$35.6M	Buy	645,032 +22,204	+4%	+$1.22M	11.03%	2
2018 Q2	$33M	Buy	622,828 +23,968	+4%	+$1.26M	11.14%	2
2018 Q1	$30.9M	Buy	598,860 +28,432	+5%	+$1.5M	10.82%	2
2017 Q4	$29.7M	Buy	570,428 +24,700	+5%	+$1.25M	10.34%	2
2017 Q3	$26.9M	Buy	545,728 +13,392	+3%	+$646K	9.83%	2
2017 Q2	$25.6M	Buy	532,336 +25,932	+5%	+$1.23M	9.04%	2
2017 Q1	$23.7M	Buy	506,404 +27,484	+6%	+$1.27M	9.76%	2
2016 Q4	$21.4M	Buy	+478,920	New	+$20.9M	9.46%	3

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Gilbert & Cook reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.3% in Q2 2026, selling an estimated $480K and leaving 340,536 shares worth $37.6M. The position accounts for 4.32% of the portfolio, ranked #6.

Gilbert & Cook first reported a position in IWR in Q4 2016 and has held it in 39 quarters since. The position peaked at $84.2M in Q3 2024. 1,583 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Gilbert & Cook held 340,536 shares of iShares Russell Mid-Cap ETF worth $37.6M as of Q2 2026.
Gilbert & Cook sold 4,563 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $480K.
iShares Russell Mid-Cap ETF made up 4.32% of Gilbert & Cook's portfolio in Q2 2026, its #6 holding.
Gilbert & Cook first reported a position in iShares Russell Mid-Cap ETF in Q4 2016 and has held it in 39 quarters since.
Gilbert & Cook's iShares Russell Mid-Cap ETF position peaked at $84.2M in Q3 2024.
1,583 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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