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Gilbert & Cook’s iShares Russell 3000 ETF IWV Stock Holding History

Gilbert & Cook’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.03M Sell
16,481
-6
-0% -$2.47K 0.81% 12
2026
Q1 		$6.11M Sell
16,487
-96
-0.6% -$37.1K 0.79% 12
2025
Q4 		$6.42M Buy
16,583
+8
+0% +$3.07K 0.81% 13
2025
Q3 		$6.28M Hold
16,575
– – 0.81% 14
2025
Q2 		$5.82M Hold
16,575
– – 0.79% 14
2025
Q1 		$5.26M Hold
16,575
– – 0.76% 13
2024
Q4 		$5.54M Buy
16,575
+13
+0.1% +$4.38K 0.78% 16
2024
Q3 		$5.41M Buy
16,562
+31
+0.2% +$9.76K 0.74% 12
2024
Q2 		$5.1M Buy
16,531
+22
+0.1% +$6.57K 0.75% 16
2024
Q1 		$4.95M Buy
16,509
+6
+0% +$1.71K 0.68% 17
2023
Q4 		$4.52M Sell
16,503
-194
-1% -$49.5K 0.64% 14
2023
Q3 		$4.09M Buy
16,697
+4
+0% +$1.02K 0.65% 14
2023
Q2 		$4.25M Hold
16,693
– – 0.68% 15
2023
Q1 		$3.93M Buy
16,693
+9
+0.1% +$2.08K 0.68% 15
2022
Q4 		$3.68M Sell
16,684
-3,801
-19% -$845K 0.67% 17
2022
Q3 		$4.45M Buy
+20,485
New +$4.71M 0.99% 17

Other funds holding IWV

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Gilbert & Cook reduced its iShares Russell 3000 ETF (IWV) stake by 0.04% in Q2 2026, selling an estimated $2.47K and leaving 16,481 shares worth $7.03M. The position accounts for 0.81% of the portfolio, ranked #12.

Gilbert & Cook first reported a position in IWV in Q3 2022 and has held it in 16 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Gilbert & Cook held 16,481 shares of iShares Russell 3000 ETF worth $7.03M as of Q2 2026.
  • Gilbert & Cook sold 6 iShares Russell 3000 ETF shares in Q2 2026, an estimated $2.47K.
  • iShares Russell 3000 ETF made up 0.81% of Gilbert & Cook's portfolio in Q2 2026, its #12 holding.
  • Gilbert & Cook first reported a position in iShares Russell 3000 ETF in Q3 2022 and has held it in 16 quarters since.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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