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Gerber Kawasaki Wealth & Investment Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$530K Buy
2,333
+93
+4% +$20.8K 0.01% 230
2026
Q1 		$473K Sell
2,240
-50
-2% -$10.8K 0.02% 227
2025
Q4 		$486K Buy
2,290
+45
+2% +$9.43K 0.02% 224
2025
Q3 		$464K Buy
2,245
+151
+7% +$30.3K 0.02% 224
2025
Q2 		$409K Buy
2,094
+461
+28% +$85.9K 0.02% 223
2025
Q1 		$311K Buy
1,633
+15
+0.9% +$2.9K 0.01% 236
2024
Q4 		$309K Sell
1,618
-144
-8% -$28.6K 0.01% 229
2024
Q3 		$348K Buy
1,762
+90
+5% +$17.1K 0.02% 216
2024
Q2 		$304K Sell
1,672
-13
-0.8% -$2.37K 0.02% 223
2024
Q1 		$315K Buy
1,685
+301
+22% +$53.5K 0.02% 219
2023
Q4 		$241K Buy
1,384
+6
+0.4% +$964 0.01% 232
2023
Q3 		$212K Sell
1,378
-9
-0.6% -$1.46K 0.01% 237
2023
Q2 		$224K Buy
+1,387
New +$213K 0.02% 232
2022
Q1 		– Sell
-475
Closed -$257K – 267
2021
Q4 		$257K Buy
475
+473
+23,650% +$71.9K 0.02% 227
2021
Q3 		$2K Buy
+2
New +$298 ﹤0.01% 891

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management increased its iShares S&P 500 Value ETF (IVE) stake by 4.2% in Q2 2026, buying an estimated $20.8K and bringing the position to 2,333 shares worth $530K. The position accounts for 0.01% of the portfolio, ranked #230.

Gerber Kawasaki Wealth & Investment Management first reported a position in IVE in Q3 2021 and has held it in 15 quarters since. 1,460 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 2,333 shares of iShares S&P 500 Value ETF worth $530K as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 93 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $20.8K.
  • iShares S&P 500 Value ETF made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #230 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in iShares S&P 500 Value ETF in Q3 2021 and has held it in 15 quarters since.
  • 1,460 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

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