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Gerber Kawasaki Wealth & Investment Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio IGV Stock Details IGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$723K Sell
7,982
-930
-10% -$82.7K 0.02% 199
2026
Q1 		$713K Sell
8,912
-413
-4% -$36.6K 0.02% 184
2025
Q4 		$986K Sell
9,325
-5
-0.1% -$550 0.03% 161
2025
Q3 		$1.07M Sell
9,330
-197
-2% -$21.8K 0.04% 152
2025
Q2 		$1.04M Sell
9,527
-157
-2% -$15.5K 0.04% 145
2025
Q1 		$862K Sell
9,684
-18
-0.2% -$1.78K 0.04% 152
2024
Q4 		$971K Buy
9,702
+177
+2% +$17.5K 0.04% 143
2024
Q3 		$851K Hold
9,525
– – 0.04% 140
2024
Q2 		$828K Sell
9,525
-625
-6% -$51.3K 0.04% 139
2024
Q1 		$865K Sell
10,150
-250
-2% -$21.1K 0.05% 138
2023
Q4 		$844K Hold
10,400
– – 0.05% 137
2023
Q3 		$710K Sell
10,400
-175
-2% -$12.3K 0.05% 145
2023
Q2 		$732K Sell
10,575
-225
-2% -$14.1K 0.05% 142
2023
Q1 		$658K Sell
10,800
-740
-6% -$41.5K 0.05% 149
2022
Q4 		$591K Sell
11,540
-4,675
-29% -$242K 0.05% 156
2022
Q3 		$811K Sell
16,215
-1,420
-8% -$80.7K 0.08% 128
2022
Q2 		$950K Sell
17,635
-950
-5% -$55.8K 0.09% 116
2022
Q1 		$1.28M Sell
18,585
-60
-0.3% -$4.12K 0.1% 98
2021
Q4 		$1.48M Buy
18,645
+18,210
+4,186% +$1.52M 0.12% 92
2021
Q3 		$87K Sell
435
-18,095
-98% -$1.48M 0.01% 255
2021
Q2 		$1.45M Sell
18,530
-9,220
-33% -$668K 0.15% 86
2021
Q1 		$1.89M Sell
27,750
-140
-0.5% -$9.92K 0.23% 70
2020
Q4 		$1.98M Buy
+27,890
New +$1.85M 0.27% 62
2020
Q3 		– Sell
-26,035
Closed -$1.48M – 136
2020
Q2 		$1.48M Buy
26,035
+13,210
+103% +$662K 0.33% 55
2020
Q1 		$539K Buy
12,825
+2,850
+29% +$135K 0.15% 79
2019
Q4 		$464K Buy
9,975
+595
+6% +$26.4K 0.12% 82
2019
Q3 		$397K Sell
9,380
-90
-1% -$3.94K 0.11% 90
2019
Q2 		$413K Sell
9,470
-190
-2% -$8.14K 0.12% 79
2019
Q1 		$407K Sell
9,660
-1,215
-11% -$48K 0.12% 80
2018
Q4 		$377K Sell
10,875
-1,045
-9% -$37.9K 0.13% 72
2018
Q3 		$487K Buy
+11,920
New +$466K 0.13% 68

Other funds holding IGV

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's IGV Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 10% in Q2 2026, selling an estimated $82.7K and leaving 7,982 shares worth $723K. The position accounts for 0.02% of the portfolio, ranked #199.

Gerber Kawasaki Wealth & Investment Management first reported a position in IGV in Q3 2018 and has held it in 31 quarters since. The position peaked at $1.98M in Q4 2020. 615 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 7,982 shares of iShares Expanded Tech-Software Sector ETF worth $723K as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 930 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $82.7K.
  • iShares Expanded Tech-Software Sector ETF made up 0.02% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #199 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2018 and has held it in 31 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's iShares Expanded Tech-Software Sector ETF position peaked at $1.98M in Q4 2020.
  • 615 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.