Gerber Kawasaki Wealth & Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
11,561
+1,518
| +15% | +$167K | 0.05% | 134 |
|
|
2025
Q1 | $932K | Buy |
+10,043
| New | +$932K | 0.04% | 144 |
|
|
2024
Q4 | – | Sell |
-8,410
| Closed | -$805K | – | 292 |
|
|
2024
Q3 | $805K | Buy |
8,410
+150
| +2% | +$14.4K | 0.04% | 144 |
|
|
2024
Q2 | $764K | Buy |
8,260
+1,638
| +25% | +$152K | 0.04% | 143 |
|
|
2024
Q1 | $559K | Buy |
6,622
+229
| +4% | +$19.3K | 0.03% | 164 |
|
|
2023
Q4 | $480K | Sell |
6,393
-27
| -0.4% | -$2.03K | 0.03% | 164 |
|
|
2023
Q3 | $439K | Sell |
6,420
-7
| -0.1% | -$479 | 0.03% | 167 |
|
|
2023
Q2 | $453K | Buy |
6,427
+1,875
| +41% | +$132K | 0.03% | 166 |
|
|
2023
Q1 | $291K | Hold |
4,552
| – | – | 0.02% | 203 |
|
|
2022
Q4 | $266K | Buy |
4,552
+1
| +0% | +$59 | 0.02% | 205 |
|
|
2022
Q3 | $263K | Sell |
4,551
-283
| -6% | -$16.4K | 0.02% | 191 |
|
|
2022
Q2 | $291K | Sell |
4,834
-2,955
| -38% | -$178K | 0.03% | 194 |
|
|
2022
Q1 | $594K | Buy |
7,789
+3,901
| +100% | +$297K | 0.05% | 148 |
|
|
2021
Q4 | $325K | Buy |
3,888
+3,883
| +77,660% | +$325K | 0.03% | 195 |
|
|
2021
Q3 | $5K | Sell |
5
-3,944
| -100% | -$3.94M | ﹤0.01% | 753 |
|
|
2021
Q2 | $287K | Buy |
3,949
+24
| +0.6% | +$1.74K | 0.03% | 199 |
|
|
2021
Q1 | $255K | Hold |
3,925
| – | – | 0.03% | 181 |
|
|
2020
Q4 | $250K | Buy |
+3,925
| New | +$250K | 0.03% | 150 |
|
|
2018
Q4 | – | Sell |
-4,852
| Closed | -$215K | – | 121 |
|
|
2018
Q3 | $215K | Buy |
+4,852
| New | +$215K | 0.06% | 112 |
|