GC
Gilbert & Cook’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$4.35K | 0.78% | 16 |
|
|
2024
Q3 | $5.41M | Buy |
16,562
+31
| +0.2% | +$10.1K | 0.74% | 12 |
|
|
2024
Q2 | $5.1M | Buy |
16,531
+22
| +0.1% | +$6.79K | 0.75% | 16 |
|
|
2024
Q1 | $4.95M | Buy |
16,509
+6
| +0% | +$1.8K | 0.68% | 17 |
|
|
2023
Q4 | $4.52M | Sell |
16,503
-194
| -1% | -$53.1K | 0.64% | 14 |
|
|
2023
Q3 | $4.09M | Buy |
16,697
+4
| +0% | +$980 | 0.65% | 14 |
|
|
2023
Q2 | $4.25M | Hold |
16,693
| – | – | 0.68% | 15 |
|
|
2023
Q1 | $3.93M | Buy |
16,693
+9
| +0.1% | +$2.12K | 0.68% | 15 |
|
|
2022
Q4 | $3.68M | Sell |
16,684
-3,801
| -19% | -$839K | 0.67% | 17 |
|
|
2022
Q3 | $4.45M | Buy |
+20,485
| New | +$4.45M | 0.99% | 17 |
|