Gerber Kawasaki Wealth & Investment Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.95M | Buy |
18,733
+17,560
| +1,497% | +$7.46M | 0.31% | 59 |
|
2025
Q1 | $424K | Buy |
1,173
+33
| +3% | +$11.9K | 0.02% | 206 |
|
2024
Q4 | $458K | Hold |
1,140
| – | – | 0.02% | 191 |
|
2024
Q3 | $428K | Sell |
1,140
-14
| -1% | -$5.26K | 0.02% | 197 |
|
2024
Q2 | $421K | Buy |
1,154
+184
| +19% | +$67.1K | 0.02% | 186 |
|
2024
Q1 | $327K | Buy |
970
+25
| +3% | +$8.43K | 0.02% | 212 |
|
2023
Q4 | $287K | Sell |
945
-89
| -9% | -$27K | 0.02% | 208 |
|
2023
Q3 | $275K | Buy |
1,034
+12
| +1% | +$3.19K | 0.02% | 208 |
|
2023
Q2 | $281K | Buy |
1,022
+50
| +5% | +$13.8K | 0.02% | 209 |
|
2023
Q1 | $237K | Hold |
972
| – | – | 0.02% | 219 |
|
2022
Q4 | $208K | Buy |
+972
| New | +$208K | 0.02% | 232 |
|
2022
Q2 | – | Sell |
-769
| Closed | -$213K | – | 253 |
|
2022
Q1 | $213K | Buy |
+769
| New | +$213K | 0.02% | 242 |
|
2021
Q4 | – | Sell |
-7
| Closed | -$7K | – | 682 |
|
2021
Q3 | $7K | Buy |
+7
| New | +$7K | ﹤0.01% | 701 |
|