Gilbert & Cook’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.9M | Sell |
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|
2025
Q1 | $33.7M | Sell |
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|
2024
Q4 | $40.7M | Sell |
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|
2024
Q3 | $84.2M | Buy |
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|
2024
Q2 | $73.4M | Sell |
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|
2024
Q1 | $77.8M | Sell |
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|
2023
Q4 | $72.1M | Buy |
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|
2023
Q3 | $62.9M | Buy |
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|
2023
Q2 | $64.1M | Buy |
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|
2023
Q1 | $60M | Buy |
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|
2022
Q4 | $57.3M | Buy |
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|
2022
Q3 | $47.6M | Sell |
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|
2022
Q2 | $53.2M | Buy |
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|
2022
Q1 | $63.4M | Buy |
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|
2021
Q4 | $63.2M | Buy |
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|
2021
Q3 | $57.1M | Buy |
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|
2021
Q2 | $57.7M | Buy |
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|
2021
Q1 | $53.1M | Sell |
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|
2020
Q4 | $50M | Sell |
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|
2020
Q3 | $47.5M | Buy |
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|
2020
Q2 | $44.3M | Buy |
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|
2020
Q1 | $35.5M | Buy |
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|
2019
Q4 | $46.3M | Buy |
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|
2019
Q3 | $42M | Buy |
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|
2019
Q2 | $40.5M | Buy |
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|
2019
Q1 | $38.7M | Buy |
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|
2018
Q4 | $31.3M | Buy |
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|
2018
Q3 | $35.6M | Buy |
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|
2018
Q2 | $33M | Buy |
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|
2018
Q1 | $30.9M | Buy |
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|
2017
Q4 | $29.7M | Buy |
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|
2017
Q3 | $26.9M | Buy |
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|
2017
Q2 | $25.6M | Buy |
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|
2017
Q1 | $23.7M | Buy |
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|
2016
Q4 | $21.4M | Buy |
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