Gerber Kawasaki Wealth & Investment Management’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409K | Buy |
2,094
+461
| +28% | +$90.1K | 0.02% | 223 |
|
|
2025
Q1 | $311K | Buy |
1,633
+15
| +0.9% | +$2.86K | 0.01% | 236 |
|
|
2024
Q4 | $309K | Sell |
1,618
-144
| -8% | -$27.5K | 0.01% | 229 |
|
|
2024
Q3 | $348K | Buy |
1,762
+90
| +5% | +$17.8K | 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% | +$56.3K | 0.02% | 219 |
|
|
2023
Q4 | $241K | Buy |
1,384
+6
| +0.4% | +$1.04K | 0.01% | 232 |
|
|
2023
Q3 | $212K | Sell |
1,378
-9
| -0.6% | -$1.39K | 0.01% | 237 |
|
|
2023
Q2 | $224K | Buy |
+1,387
| New | +$224K | 0.02% | 230 |
|
|
2022
Q1 | – | Sell |
-475
| Closed | -$257K | – | 267 |
|
|
2021
Q4 | $257K | Buy |
475
+473
| +23,650% | +$256K | 0.02% | 227 |
|
|
2021
Q3 | $2K | Buy |
+2
| New | +$2K | ﹤0.01% | 878 |
|