GKWIM
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Gerber Kawasaki Wealth & Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.35M Sell
9,845
-251
-2% -$33.1K 0.04% 150
2026
Q1 		$1.14M Sell
10,096
-404
-4% -$48.6K 0.04% 154
2025
Q4 		$1.29M Sell
10,500
-1,147
-10% -$140K 0.05% 146
2025
Q3 		$1.41M Buy
11,647
+86
+0.7% +$9.89K 0.05% 133
2025
Q2 		$1.27M Buy
11,561
+1,518
+15% +$150K 0.05% 134
2025
Q1 		$932K Buy
+10,043
New +$1.01M 0.04% 144
2024
Q4 		– Sell
-8,410
Closed -$805K – 292
2024
Q3 		$805K Buy
8,410
+150
+2% +$13.8K 0.04% 144
2024
Q2 		$764K Buy
8,260
+1,638
+25% +$141K 0.04% 143
2024
Q1 		$559K Buy
6,622
+229
+4% +$18.4K 0.03% 164
2023
Q4 		$480K Sell
6,393
-27
-0.4% -$1.92K 0.03% 164
2023
Q3 		$439K Sell
6,420
-7
-0.1% -$495 0.03% 167
2023
Q2 		$453K Buy
6,427
+1,875
+41% +$124K 0.03% 166
2023
Q1 		$291K Hold
4,552
– – 0.02% 204
2022
Q4 		$266K Buy
4,552
+1
+0% +$60 0.02% 205
2022
Q3 		$263K Sell
4,551
-283
-6% -$18.4K 0.02% 191
2022
Q2 		$291K Sell
4,834
-2,955
-38% -$196K 0.03% 194
2022
Q1 		$594K Buy
7,789
+3,901
+100% +$293K 0.05% 148
2021
Q4 		$325K Buy
3,888
+3,883
+77,660% +$313K 0.03% 195
2021
Q3 		$5K Sell
5
-3,944
-100% -$301K ﹤0.01% 763
2021
Q2 		$287K Buy
3,949
+24
+0.6% +$1.66K 0.03% 200
2021
Q1 		$255K Hold
3,925
– – 0.03% 183
2020
Q4 		$250K Buy
+3,925
New +$238K 0.03% 151
2018
Q4 		– Sell
-4,852
Closed -$215K – 122
2018
Q3 		$215K Buy
+4,852
New +$209K 0.06% 115

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.5% in Q2 2026, selling an estimated $33.1K and leaving 9,845 shares worth $1.35M. The position accounts for 0.04% of the portfolio, ranked #150.

Gerber Kawasaki Wealth & Investment Management first reported a position in IVW in Q3 2018 and has held it in 23 quarters since. The position peaked at $1.41M in Q3 2025. 1,703 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 9,845 shares of iShares S&P 500 Growth ETF worth $1.35M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 251 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $33.1K.
  • iShares S&P 500 Growth ETF made up 0.04% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #150 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in iShares S&P 500 Growth ETF in Q3 2018 and has held it in 23 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's iShares S&P 500 Growth ETF position peaked at $1.41M in Q3 2025.
  • 1,703 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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