Ownership history in Gilbert & Cook, Inc. · 37 quarters on record
This page tracks every 13F SEC filing in which Gilbert & Cook, Inc. reported a position in ISHARES TR (IWM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 37,279 | -5,141 | -12.1% | 1.15% | $9.2M | $245.72 |
| 2025 Q3 | REDUCED | 42,420 | -1,925 | -4.3% | 1.32% | $10.3M | $240.72 |
| 2025 Q2 | REDUCED | 44,345 | -3,517 | -7.3% | 1.29% | $9.6M | $214.08 |
| 2025 Q1 | REDUCED | 47,862 | -20,254 | -29.7% | 1.38% | $9.5M | $197.36 |
| 2024 Q4 | REDUCED | 68,116 | -68,890 | -50.3% | 2.12% | $15.1M | $218.11 |
| 2024 Q3 | ADDED | 137,006 | +6,552 | +5.0% | 4.16% | $30.3M | $217.40 |
| 2024 Q2 | REDUCED | 130,454 | -1,529 | -1.2% | 3.87% | $26.5M | $199.01 |
| 2024 Q1 | ADDED | 131,983 | +1,430 | +1.1% | 3.78% | $27.8M | $205.70 |
| 2023 Q4 | ADDED | 130,553 | +5,440 | +4.3% | 3.71% | $26.2M | $195.82 |
| 2023 Q3 | ADDED | 125,113 | +1,016 | +0.8% | 3.49% | $22.1M | $171.81 |
As of 2025 Q4 — sorted by position size