Gerber Kawasaki Wealth & Investment Management’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328K | Buy |
2,467
+3
| +0.1% | +$398 | 0.01% | 247 |
|
|
2025
Q1 | $331K | Buy |
2,464
+603
| +32% | +$81K | 0.01% | 232 |
|
|
2024
Q4 | $244K | Buy |
1,861
+130
| +8% | +$17.1K | 0.01% | 250 |
|
|
2024
Q3 | $234K | Buy |
1,731
+12
| +0.7% | +$1.62K | 0.01% | 259 |
|
|
2024
Q2 | $208K | Buy |
+1,719
| New | +$208K | 0.01% | 266 |
|
|
2023
Q2 | – | Sell |
-2,089
| Closed | -$245K | – | 263 |
|
|
2023
Q1 | $245K | Buy |
2,089
+35
| +2% | +$4.1K | 0.02% | 216 |
|
|
2022
Q4 | $248K | Buy |
+2,054
| New | +$248K | 0.02% | 210 |
|
|
2022
Q3 | – | Sell |
-1,724
| Closed | -$202K | – | 242 |
|
|
2022
Q2 | $202K | Buy |
+1,724
| New | +$202K | 0.02% | 229 |
|
|
2021
Q4 | – | Sell |
-9
| Closed | -$9K | – | 504 |
|
|
2021
Q3 | $9K | Buy |
+9
| New | +$9K | ﹤0.01% | 644 |
|
|
2020
Q3 | – | Sell |
-5,312
| Closed | -$428K | – | 129 |
|
|
2020
Q2 | $428K | Sell |
5,312
-19,405
| -79% | -$1.56M | 0.09% | 95 |
|
|
2020
Q1 | $1.82M | Sell |
24,717
-183,806
| -88% | -$13.5M | 0.52% | 46 |
|
|
2019
Q4 | $22M | Buy |
208,523
+13,783
| +7% | +$1.46M | 5.55% | 3 |
|
|
2019
Q3 | $19.9M | Buy |
194,740
+12,513
| +7% | +$1.28M | 5.69% | 2 |
|
|
2019
Q2 | $18.1M | Buy |
182,227
+15,788
| +9% | +$1.57M | 5.28% | 5 |
|
|
2019
Q1 | $16.3M | Buy |
166,439
+12,142
| +8% | +$1.19M | 4.86% | 6 |
|
|
2018
Q4 | $13.8M | Sell |
154,297
-6,526
| -4% | -$583K | 4.84% | 5 |
|
|
2018
Q3 | $16.1M | Buy |
160,823
+36,542
| +29% | +$3.65M | 4.37% | 6 |
|
|
2018
Q2 | $12.1M | Buy |
124,281
+8,237
| +7% | +$805K | 3.63% | 8 |
|
|
2018
Q1 | $11M | Buy |
116,044
+28,645
| +33% | +$2.72M | 3.55% | 7 |
|
|
2017
Q4 | $8.61M | Buy |
87,399
+26,684
| +44% | +$2.63M | 2.97% | 10 |
|
|
2017
Q3 | $5.71M | Buy |
60,715
+14,342
| +31% | +$1.35M | 2.08% | 16 |
|
|
2017
Q2 | $4.24M | Buy |
46,373
+3,817
| +9% | +$349K | 1.61% | 20 |
|
|
2017
Q1 | $3.86M | Buy |
42,556
+4,678
| +12% | +$424K | 1.66% | 20 |
|
|
2016
Q4 | $3.35M | Buy |
37,878
+7,462
| +25% | +$661K | 1.77% | 19 |
|
|
2016
Q3 | $2.61M | Buy |
30,416
+2,036
| +7% | +$174K | 1.51% | 23 |
|
|
2016
Q2 | $2.42M | Buy |
28,380
+2,999
| +12% | +$256K | 1.53% | 16 |
|
|
2016
Q1 | $2.07M | Buy |
25,381
+926
| +4% | +$75.6K | 1.43% | 15 |
|
|
2015
Q4 | $1.84M | Buy |
+24,455
| New | +$1.84M | 1.24% | 19 |
|