Gerber Kawasaki Wealth & Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26M | Buy |
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|
2025
Q1 | $22.6M | Buy |
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|
2024
Q4 | $23.5M | Buy |
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|
2024
Q3 | $21.4M | Buy |
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|
2024
Q2 | $18.6M | Buy |
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|
2024
Q1 | $16.5M | Buy |
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|
2023
Q4 | $14M | Buy |
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|
2023
Q3 | $8.88M | Buy |
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|
2023
Q2 | $8.1M | Buy |
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|
2023
Q1 | $6.38M | Buy |
|
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|
2022
Q4 | $5.9M | Buy |
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|
2022
Q3 | $5.39M | Sell |
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|
2022
Q2 | $5.95M | Buy |
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|
2022
Q1 | $5.45M | Sell |
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|
2021
Q4 | $5.04M | Buy |
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|
2021
Q3 | $67K | Sell |
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|
2021
Q2 | $2.9M | Sell |
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|
2021
Q1 | $2.71M | Sell |
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|
2020
Q4 | $2.74M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $2.34M | Sell |
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|
2020
Q1 | $2.18M | Sell |
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|
2019
Q4 | $3.23M | Buy |
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|
2019
Q3 | $2.76M | Buy |
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|
2019
Q2 | $2.46M | Sell |
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|
2019
Q1 | $2.48M | Sell |
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|
2018
Q4 | $2.42M | Buy |
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|
2018
Q3 | $753K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $635K | Buy |
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|
2017
Q4 | $515K | Sell |
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|
2017
Q3 | $524K | Sell |
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|
2017
Q2 | $545K | Sell |
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|
2017
Q1 | $682K | Buy |
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|
2016
Q4 | $607K | Buy |
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|
2016
Q3 | $243K | Buy |
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