Gerber Kawasaki Wealth & Investment Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $581K | Sell |
9,363
-2,094
| -18% | -$130K | 0.02% | 192 |
|
|
2025
Q1 | $669K | Buy |
11,457
+681
| +6% | +$39.7K | 0.03% | 166 |
|
|
2024
Q4 | $671K | Buy |
10,776
+221
| +2% | +$13.8K | 0.03% | 160 |
|
|
2024
Q3 | $658K | Buy |
10,555
+218
| +2% | +$13.6K | 0.03% | 158 |
|
|
2024
Q2 | $605K | Buy |
10,337
+370
| +4% | +$21.7K | 0.03% | 155 |
|
|
2024
Q1 | $605K | Buy |
9,967
+2,542
| +34% | +$154K | 0.03% | 160 |
|
|
2023
Q4 | $412K | Sell |
7,425
-1,900
| -20% | -$105K | 0.02% | 180 |
|
|
2023
Q3 | $465K | Buy |
9,325
+2,335
| +33% | +$116K | 0.03% | 162 |
|
|
2023
Q2 | $366K | Buy |
6,990
+1,305
| +23% | +$68.2K | 0.02% | 181 |
|
|
2023
Q1 | $284K | Buy |
5,685
+450
| +9% | +$22.5K | 0.02% | 205 |
|
|
2022
Q4 | $253K | Sell |
5,235
-1,105
| -17% | -$53.5K | 0.02% | 208 |
|
|
2022
Q3 | $278K | Sell |
6,340
-4,435
| -41% | -$194K | 0.03% | 188 |
|
|
2022
Q2 | $349K | Buy |
10,775
+4,285
| +66% | +$139K | 0.03% | 175 |
|
|
2022
Q1 | $348K | Buy |
6,490
+1,100
| +20% | +$59K | 0.03% | 187 |
|
|
2021
Q4 | $305K | Buy |
5,390
+5,285
| +5,033% | +$299K | 0.02% | 205 |
|
|
2021
Q3 | $21K | Sell |
105
-5,510
| -98% | -$1.1M | ﹤0.01% | 493 |
|
|
2021
Q2 | $301K | Buy |
5,615
+815
| +17% | +$43.7K | 0.03% | 191 |
|
|
2021
Q1 | $249K | Sell |
4,800
-885
| -16% | -$45.9K | 0.03% | 185 |
|
|
2020
Q4 | $261K | Buy |
+5,685
| New | +$261K | 0.04% | 146 |
|
|
2020
Q2 | – | Sell |
-7,500
| Closed | -$215K | – | 136 |
|
|
2020
Q1 | $215K | Sell |
7,500
-2,850
| -28% | -$81.7K | 0.06% | 113 |
|
|
2019
Q4 | $426K | Buy |
10,350
+35
| +0.3% | +$1.44K | 0.11% | 85 |
|
|
2019
Q3 | $398K | Buy |
10,315
+875
| +9% | +$33.8K | 0.11% | 88 |
|
|
2019
Q2 | $366K | Buy |
9,440
+325
| +4% | +$12.6K | 0.11% | 84 |
|
|
2019
Q1 | $345K | Sell |
9,115
-350
| -4% | -$13.2K | 0.1% | 84 |
|
|
2018
Q4 | $314K | Sell |
9,465
-790
| -8% | -$26.2K | 0.11% | 79 |
|
|
2018
Q3 | $409K | Buy |
+10,255
| New | +$409K | 0.11% | 78 |
|
|
2018
Q2 | – | Sell |
-9,680
| Closed | -$363K | – | 107 |
|
|
2018
Q1 | $363K | Sell |
9,680
-100
| -1% | -$3.75K | 0.12% | 73 |
|
|
2017
Q4 | $371K | Sell |
9,780
-125
| -1% | -$4.74K | 0.13% | 77 |
|
|
2017
Q3 | $358K | Sell |
9,905
-1,010
| -9% | -$36.5K | 0.13% | 78 |
|
|
2017
Q2 | $379K | Sell |
10,915
-275
| -2% | -$9.55K | 0.14% | 83 |
|
|
2017
Q1 | $377K | Buy |
11,190
+150
| +1% | +$5.05K | 0.16% | 84 |
|
|
2016
Q4 | $365K | Buy |
11,040
+175
| +2% | +$5.79K | 0.19% | 74 |
|
|
2016
Q3 | $336K | Buy |
10,865
+75
| +0.7% | +$2.32K | 0.19% | 78 |
|
|
2016
Q2 | $322K | Buy |
10,790
+100
| +0.9% | +$2.98K | 0.2% | 71 |
|
|
2016
Q1 | $308K | Sell |
10,690
-2,675
| -20% | -$77.1K | 0.21% | 65 |
|
|
2015
Q4 | $372K | Buy |
+13,365
| New | +$372K | 0.25% | 58 |
|