Gilbert & Cook’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.82M | Hold |
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|
2025
Q1 | $5.26M | Hold |
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|
2024
Q4 | $5.54M | Buy |
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|
2024
Q3 | $5.41M | Buy |
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|
2024
Q2 | $5.1M | Buy |
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|
2024
Q1 | $4.95M | Buy |
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|
2023
Q4 | $4.52M | Sell |
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|
2023
Q3 | $4.09M | Buy |
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|
2023
Q2 | $4.25M | Hold |
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|
2023
Q1 | $3.93M | Buy |
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|
2022
Q4 | $3.68M | Sell |
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|
2022
Q3 | $4.45M | Buy |
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