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

Gerber Kawasaki Wealth & Investment Management’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$828K Buy
3,415
+605
+22% +$141K 0.02% 186
2026
Q1 		$601K Buy
2,810
+250
+10% +$54.7K 0.02% 205
2025
Q4 		$539K Sell
2,560
-76
-3% -$15.7K 0.02% 207
2025
Q3 		$537K Buy
2,636
+1,374
+109% +$273K 0.02% 207
2025
Q2 		$245K Sell
1,262
-105
-8% -$19.4K 0.01% 280
2025
Q1 		$257K Buy
1,367
+113
+9% +$21.5K 0.01% 267
2024
Q4 		$232K Sell
1,254
-45
-3% -$8.63K 0.01% 259
2024
Q3 		$247K Buy
1,299
+4
+0.3% +$729 0.01% 252
2024
Q2 		$226K Buy
1,295
+717
+124% +$125K 0.01% 257
2024
Q1 		$104K Buy
+578
New +$97.8K 0.01% 276
2023
Q1 		– Sell
-1,519
Closed -$230K – 258
2022
Q4 		$230K Buy
+1,519
New +$227K 0.02% 219
2022
Q1 		– Sell
-1,126
Closed -$250K – 268
2021
Q4 		$250K Buy
1,126
+1,124
+56,200% +$184K 0.02% 231
2021
Q3 		$2K Buy
+2
New +$321 ﹤0.01% 893

Other funds holding IWD

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management increased its iShares Russell 1000 Value ETF (IWD) stake by 22% in Q2 2026, buying an estimated $141K and bringing the position to 3,415 shares worth $828K. The position accounts for 0.02% of the portfolio, ranked #186.

Gerber Kawasaki Wealth & Investment Management first reported a position in IWD in Q3 2021 and has held it in 13 quarters since. 1,641 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 3,415 shares of iShares Russell 1000 Value ETF worth $828K as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 605 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $141K.
  • iShares Russell 1000 Value ETF made up 0.02% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #186 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in iShares Russell 1000 Value ETF in Q3 2021 and has held it in 13 quarters since.
  • 1,641 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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