Gerber Kawasaki Wealth & Investment Management’s iShares Russell 1000 ETF IWB Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$810K	Buy	1,977 +73	+4%	+$28.9K	0.02%	190
2026 Q1	$679K	Buy	1,904 +1	+0.1%	+$373	0.02%	191
2025 Q4	$711K	Buy	1,903 +52	+3%	+$19.3K	0.02%	178
2025 Q3	$677K	Buy	1,851 +2	+0.1%	+$704	0.02%	184
2025 Q2	$628K	Buy	1,849 +324	+21%	+$102K	0.02%	183
2025 Q1	$468K	Sell	1,525 -24	-2%	-$7.76K	0.02%	193
2024 Q4	$499K	Sell	1,549 -1	-0.1%	-$324	0.02%	185
2024 Q3	$487K	Buy	1,550 +3	+0.2%	+$909	0.02%	185
2024 Q2	$460K	Buy	1,547 +112	+8%	+$32.2K	0.02%	179
2024 Q1	$413K	Buy	+1,435	New	+$393K	0.02%	192
2021 Q4	–	Sell	-2	Closed	-$2K	–	683
2021 Q3	$2K	Buy	+2	New	+$497	﹤0.01%	892

Other funds holding IWB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management increased its iShares Russell 1000 ETF (IWB) stake by 3.8% in Q2 2026, buying an estimated $28.9K and bringing the position to 1,977 shares worth $810K. The position accounts for 0.02% of the portfolio, ranked #190.

Gerber Kawasaki Wealth & Investment Management first reported a position in IWB in Q3 2021 and has held it in 11 quarters since. 1,050 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 1,977 shares of iShares Russell 1000 ETF worth $810K as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management bought 73 iShares Russell 1000 ETF shares in Q2 2026, an estimated $28.9K.
iShares Russell 1000 ETF made up 0.02% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #190 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in iShares Russell 1000 ETF in Q3 2021 and has held it in 11 quarters since.
1,050 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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