GKWIM
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Gerber Kawasaki Wealth & Investment Management’s iShares Russell Top 200 ETF IWL Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio IWL Stock Details IWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1
Closed -$1K – 685
2021
Q3 		$1K Buy
+1
New +$106 ﹤0.01% 992

Other funds holding IWL

FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
DL
DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's IWL Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of iShares Russell Top 200 ETF (IWL) in Q4 2021, closing a stake of 1 share — an estimated $1K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in IWL in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 117 funds tracked by Wall St. Rank hold IWL as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining iShares Russell Top 200 ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 1 iShares Russell Top 200 ETF share in Q4 2021, an estimated $1K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in iShares Russell Top 200 ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's iShares Russell Top 200 ETF position peaked at $1K in Q3 2021.
  • 117 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.