Gerber Kawasaki Wealth & Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26M | Buy |
41,817
+1,529
| +4% | +$949K | 1% | 27 |
|
|
2025
Q1 | $22.6M | Buy |
40,288
+360
| +0.9% | +$202K | 1.02% | 26 |
|
|
2024
Q4 | $23.5M | Buy |
39,928
+2,813
| +8% | +$1.66M | 1.02% | 25 |
|
|
2024
Q3 | $21.4M | Buy |
37,115
+3,109
| +9% | +$1.79M | 0.99% | 28 |
|
|
2024
Q2 | $18.6M | Buy |
34,006
+2,677
| +9% | +$1.46M | 0.93% | 29 |
|
|
2024
Q1 | $16.5M | Buy |
31,329
+1,958
| +7% | +$1.03M | 0.89% | 29 |
|
|
2023
Q4 | $14M | Buy |
29,371
+8,691
| +42% | +$4.15M | 0.84% | 30 |
|
|
2023
Q3 | $8.88M | Buy |
20,680
+2,501
| +14% | +$1.07M | 0.6% | 39 |
|
|
2023
Q2 | $8.1M | Buy |
18,179
+2,649
| +17% | +$1.18M | 0.54% | 44 |
|
|
2023
Q1 | $6.38M | Buy |
15,530
+173
| +1% | +$71.1K | 0.5% | 48 |
|
|
2022
Q4 | $5.9M | Buy |
15,357
+319
| +2% | +$123K | 0.52% | 50 |
|
|
2022
Q3 | $5.39M | Sell |
15,038
-646
| -4% | -$232K | 0.5% | 47 |
|
|
2022
Q2 | $5.95M | Buy |
15,684
+3,676
| +31% | +$1.39M | 0.56% | 44 |
|
|
2022
Q1 | $5.45M | Sell |
12,008
-145
| -1% | -$65.8K | 0.44% | 41 |
|
|
2021
Q4 | $5.04M | Buy |
12,153
+12,086
| +18,039% | +$5.01M | 0.4% | 48 |
|
|
2021
Q3 | $67K | Sell |
67
-6,678
| -99% | -$6.68M | 0.01% | 283 |
|
|
2021
Q2 | $2.9M | Sell |
6,745
-77
| -1% | -$33.1K | 0.3% | 58 |
|
|
2021
Q1 | $2.71M | Sell |
6,822
-469
| -6% | -$187K | 0.33% | 56 |
|
|
2020
Q4 | $2.74M | Buy |
+7,291
| New | +$2.74M | 0.38% | 49 |
|
|
2020
Q3 | – | Sell |
-7,558
| Closed | -$2.34M | – | 136 |
|
|
2020
Q2 | $2.34M | Sell |
7,558
-870
| -10% | -$269K | 0.52% | 44 |
|
|
2020
Q1 | $2.18M | Sell |
8,428
-1,568
| -16% | -$405K | 0.62% | 39 |
|
|
2019
Q4 | $3.23M | Buy |
9,996
+749
| +8% | +$242K | 0.81% | 31 |
|
|
2019
Q3 | $2.76M | Buy |
9,247
+891
| +11% | +$266K | 0.79% | 30 |
|
|
2019
Q2 | $2.46M | Sell |
8,356
-348
| -4% | -$103K | 0.72% | 34 |
|
|
2019
Q1 | $2.48M | Sell |
8,704
-900
| -9% | -$256K | 0.74% | 36 |
|
|
2018
Q4 | $2.42M | Buy |
9,604
+7,039
| +274% | +$1.77M | 0.85% | 34 |
|
|
2018
Q3 | $753K | Buy |
+2,565
| New | +$753K | 0.2% | 60 |
|
|
2018
Q2 | – | Sell |
-2,394
| Closed | -$635K | – | 109 |
|
|
2018
Q1 | $635K | Buy |
2,394
+475
| +25% | +$126K | 0.2% | 61 |
|
|
2017
Q4 | $515K | Sell |
1,919
-132
| -6% | -$35.4K | 0.18% | 66 |
|
|
2017
Q3 | $524K | Sell |
2,051
-184
| -8% | -$47K | 0.19% | 70 |
|
|
2017
Q2 | $545K | Sell |
2,235
-655
| -23% | -$160K | 0.21% | 74 |
|
|
2017
Q1 | $682K | Buy |
2,890
+190
| +7% | +$44.8K | 0.29% | 59 |
|
|
2016
Q4 | $607K | Buy |
2,700
+1,580
| +141% | +$355K | 0.32% | 60 |
|
|
2016
Q3 | $243K | Buy |
+1,120
| New | +$243K | 0.14% | 84 |
|