Gerber Kawasaki Wealth & Investment Management’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409K | Buy |
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|
2025
Q1 | $311K | Buy |
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|
2024
Q4 | $309K | Sell |
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|
2024
Q3 | $348K | Buy |
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|
2024
Q2 | $304K | Sell |
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|
2024
Q1 | $315K | Buy |
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|
2023
Q4 | $241K | Buy |
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|
2023
Q3 | $212K | Sell |
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|
2023
Q2 | $224K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $257K | Buy |
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|
2021
Q3 | $2K | Buy |
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