Gerber Kawasaki Wealth & Investment Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Sell |
1,262
-105
| -8% | -$20.4K | 0.01% | 280 |
|
|
2025
Q1 | $257K | Buy |
1,367
+113
| +9% | +$21.3K | 0.01% | 267 |
|
|
2024
Q4 | $232K | Sell |
1,254
-45
| -3% | -$8.33K | 0.01% | 259 |
|
|
2024
Q3 | $247K | Buy |
1,299
+4
| +0.3% | +$760 | 0.01% | 252 |
|
|
2024
Q2 | $226K | Buy |
1,295
+717
| +124% | +$125K | 0.01% | 257 |
|
|
2024
Q1 | $104K | Buy |
+578
| New | +$104K | 0.01% | 276 |
|
|
2023
Q1 | – | Sell |
-1,519
| Closed | -$230K | – | 254 |
|
|
2022
Q4 | $230K | Buy |
+1,519
| New | +$230K | 0.02% | 219 |
|
|
2022
Q1 | – | Sell |
-1,126
| Closed | -$250K | – | 268 |
|
|
2021
Q4 | $250K | Buy |
1,126
+1,124
| +56,200% | +$250K | 0.02% | 231 |
|
|
2021
Q3 | $2K | Buy |
+2
| New | +$2K | ﹤0.01% | 880 |
|