Gerber Kawasaki Wealth & Investment Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
9,527
-157
| -2% | -$17.2K | 0.04% | 145 |
|
|
2025
Q1 | $862K | Sell |
9,684
-18
| -0.2% | -$1.6K | 0.04% | 152 |
|
|
2024
Q4 | $971K | Buy |
9,702
+177
| +2% | +$17.7K | 0.04% | 143 |
|
|
2024
Q3 | $851K | Hold |
9,525
| – | – | 0.04% | 140 |
|
|
2024
Q2 | $828K | Sell |
9,525
-625
| -6% | -$54.3K | 0.04% | 139 |
|
|
2024
Q1 | $865K | Sell |
10,150
-250
| -2% | -$21.3K | 0.05% | 138 |
|
|
2023
Q4 | $844K | Hold |
10,400
| – | – | 0.05% | 137 |
|
|
2023
Q3 | $710K | Sell |
10,400
-175
| -2% | -$11.9K | 0.05% | 145 |
|
|
2023
Q2 | $732K | Sell |
10,575
-225
| -2% | -$15.6K | 0.05% | 142 |
|
|
2023
Q1 | $658K | Sell |
10,800
-740
| -6% | -$45.1K | 0.05% | 149 |
|
|
2022
Q4 | $591K | Sell |
11,540
-4,675
| -29% | -$239K | 0.05% | 156 |
|
|
2022
Q3 | $811K | Sell |
16,215
-1,420
| -8% | -$71K | 0.08% | 128 |
|
|
2022
Q2 | $950K | Sell |
17,635
-950
| -5% | -$51.2K | 0.09% | 116 |
|
|
2022
Q1 | $1.28M | Sell |
18,585
-60
| -0.3% | -$4.14K | 0.1% | 98 |
|
|
2021
Q4 | $1.48M | Buy |
18,645
+18,210
| +4,186% | +$1.45M | 0.12% | 92 |
|
|
2021
Q3 | $87K | Sell |
435
-18,095
| -98% | -$3.62M | 0.01% | 255 |
|
|
2021
Q2 | $1.45M | Sell |
18,530
-9,220
| -33% | -$719K | 0.15% | 85 |
|
|
2021
Q1 | $1.89M | Sell |
27,750
-140
| -0.5% | -$9.56K | 0.23% | 70 |
|
|
2020
Q4 | $1.98M | Buy |
+27,890
| New | +$1.98M | 0.27% | 62 |
|
|
2020
Q3 | – | Sell |
-26,035
| Closed | -$1.48M | – | 132 |
|
|
2020
Q2 | $1.48M | Buy |
26,035
+13,210
| +103% | +$751K | 0.33% | 55 |
|
|
2020
Q1 | $539K | Buy |
12,825
+2,850
| +29% | +$120K | 0.15% | 79 |
|
|
2019
Q4 | $464K | Buy |
9,975
+595
| +6% | +$27.7K | 0.12% | 82 |
|
|
2019
Q3 | $397K | Sell |
9,380
-90
| -1% | -$3.81K | 0.11% | 90 |
|
|
2019
Q2 | $413K | Sell |
9,470
-190
| -2% | -$8.29K | 0.12% | 79 |
|
|
2019
Q1 | $407K | Sell |
9,660
-1,215
| -11% | -$51.2K | 0.12% | 80 |
|
|
2018
Q4 | $377K | Sell |
10,875
-1,045
| -9% | -$36.2K | 0.13% | 72 |
|
|
2018
Q3 | $487K | Buy |
+11,920
| New | +$487K | 0.13% | 68 |
|