Gerber Kawasaki Wealth & Investment Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $628K | Buy |
1,849
+324
| +21% | +$110K | 0.02% | 183 |
|
|
2025
Q1 | $468K | Sell |
1,525
-24
| -2% | -$7.36K | 0.02% | 193 |
|
|
2024
Q4 | $499K | Sell |
1,549
-1
| -0.1% | -$322 | 0.02% | 185 |
|
|
2024
Q3 | $487K | Buy |
1,550
+3
| +0.2% | +$943 | 0.02% | 185 |
|
|
2024
Q2 | $460K | Buy |
1,547
+112
| +8% | +$33.3K | 0.02% | 179 |
|
|
2024
Q1 | $413K | Buy |
+1,435
| New | +$413K | 0.02% | 192 |
|
|
2021
Q4 | – | Sell |
-2
| Closed | -$2K | – | 681 |
|
|
2021
Q3 | $2K | Buy |
+2
| New | +$2K | ﹤0.01% | 879 |
|