Gerber Kawasaki Wealth & Investment Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $915K | Sell |
8,376
-794
| -9% | -$86.8K | 0.04% | 151 |
|
|
2025
Q1 | $959K | Sell |
9,170
-266
| -3% | -$27.8K | 0.04% | 139 |
|
|
2024
Q4 | $1.09M | Buy |
9,436
+111
| +1% | +$12.8K | 0.05% | 135 |
|
|
2024
Q3 | $1.09M | Buy |
9,325
+91
| +1% | +$10.6K | 0.05% | 131 |
|
|
2024
Q2 | $985K | Buy |
9,234
+197
| +2% | +$21K | 0.05% | 131 |
|
|
2024
Q1 | $999K | Sell |
9,037
-303
| -3% | -$33.5K | 0.05% | 132 |
|
|
2023
Q4 | $1.01M | Buy |
9,340
+1,470
| +19% | +$159K | 0.06% | 134 |
|
|
2023
Q3 | $742K | Sell |
7,870
-1,389
| -15% | -$131K | 0.05% | 143 |
|
|
2023
Q2 | $923K | Sell |
9,259
-2,643
| -22% | -$263K | 0.06% | 135 |
|
|
2023
Q1 | $1.15M | Sell |
11,902
-65
| -0.5% | -$6.29K | 0.09% | 124 |
|
|
2022
Q4 | $1.13M | Sell |
11,967
-1,823
| -13% | -$173K | 0.1% | 115 |
|
|
2022
Q3 | $1.2M | Buy |
13,790
+1,990
| +17% | +$173K | 0.11% | 104 |
|
|
2022
Q2 | $1.09M | Sell |
11,800
-1,397
| -11% | -$129K | 0.1% | 111 |
|
|
2022
Q1 | $1.42M | Buy |
13,197
+4,348
| +49% | +$469K | 0.12% | 93 |
|
|
2021
Q4 | $1.01M | Buy |
8,849
+8,805
| +20,011% | +$1.01M | 0.08% | 106 |
|
|
2021
Q3 | $44K | Sell |
44
-5,297
| -99% | -$5.3M | 0.01% | 340 |
|
|
2021
Q2 | $603K | Sell |
5,341
-323
| -6% | -$36.5K | 0.06% | 133 |
|
|
2021
Q1 | $614K | Sell |
5,664
-137
| -2% | -$14.9K | 0.07% | 120 |
|
|
2020
Q4 | $533K | Buy |
+5,801
| New | +$533K | 0.07% | 110 |
|
|
2020
Q3 | – | Sell |
-8,755
| Closed | -$597K | – | 134 |
|
|
2020
Q2 | $597K | Sell |
8,755
-8,467
| -49% | -$577K | 0.13% | 78 |
|
|
2020
Q1 | $966K | Sell |
17,222
-134,991
| -89% | -$7.57M | 0.27% | 61 |
|
|
2019
Q4 | $12.8M | Buy |
152,213
+11,030
| +8% | +$925K | 3.22% | 9 |
|
|
2019
Q3 | $11M | Sell |
141,183
-4,768
| -3% | -$371K | 3.15% | 9 |
|
|
2019
Q2 | $11.4M | Buy |
145,951
+13,917
| +11% | +$1.09M | 3.32% | 7 |
|
|
2019
Q1 | $10.2M | Buy |
132,034
+28,949
| +28% | +$2.23M | 3.03% | 9 |
|
|
2018
Q4 | $7.15M | Buy |
103,085
+4,690
| +5% | +$325K | 2.51% | 10 |
|
|
2018
Q3 | $8.46M | Buy |
98,395
+13,473
| +16% | +$1.16M | 2.3% | 14 |
|
|
2018
Q2 | $7.16M | Buy |
84,922
+17,174
| +25% | +$1.45M | 2.14% | 16 |
|
|
2018
Q1 | $5.22M | Buy |
67,748
+16,493
| +32% | +$1.27M | 1.68% | 19 |
|
|
2017
Q4 | $3.94M | Buy |
51,255
+6,949
| +16% | +$534K | 1.36% | 24 |
|
|
2017
Q3 | $3.31M | Buy |
44,306
+2,899
| +7% | +$217K | 1.21% | 27 |
|
|
2017
Q2 | $2.89M | Buy |
41,407
+647
| +2% | +$45.1K | 1.09% | 26 |
|
|
2017
Q1 | $2.74M | Buy |
40,760
+10,008
| +33% | +$673K | 1.18% | 26 |
|
|
2016
Q4 | $2.11M | Buy |
+30,752
| New | +$2.11M | 1.11% | 29 |
|
|
2016
Q1 | – | Sell |
-5,630
| Closed | -$309K | – | 83 |
|
|
2015
Q4 | $309K | Buy |
+5,630
| New | +$309K | 0.21% | 64 |
|