Gerber Kawasaki Wealth & Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Buy |
11,503
+169
| +1% | +$36.5K | 0.1% | 101 |
|
|
2025
Q1 | $2.26M | Sell |
11,334
-5,121
| -31% | -$1.02M | 0.1% | 103 |
|
|
2024
Q4 | $3.64M | Buy |
16,455
+654
| +4% | +$145K | 0.16% | 81 |
|
|
2024
Q3 | $3.49M | Buy |
15,801
+9,525
| +152% | +$2.1M | 0.16% | 82 |
|
|
2024
Q2 | $1.27M | Sell |
6,276
-4,310
| -41% | -$874K | 0.06% | 122 |
|
|
2024
Q1 | $2.23M | Buy |
10,586
+4,554
| +75% | +$958K | 0.12% | 99 |
|
|
2023
Q4 | $1.21M | Sell |
6,032
-1,233
| -17% | -$247K | 0.07% | 123 |
|
|
2023
Q3 | $1.28M | Buy |
7,265
+1,312
| +22% | +$232K | 0.09% | 113 |
|
|
2023
Q2 | $1.11M | Buy |
5,953
+885
| +17% | +$166K | 0.07% | 122 |
|
|
2023
Q1 | $904K | Buy |
5,068
+49
| +1% | +$8.74K | 0.07% | 135 |
|
|
2022
Q4 | $875K | Sell |
5,019
-352
| -7% | -$61.4K | 0.08% | 131 |
|
|
2022
Q3 | $885K | Buy |
5,371
+1,279
| +31% | +$211K | 0.08% | 119 |
|
|
2022
Q2 | $693K | Sell |
4,092
-1,145
| -22% | -$194K | 0.07% | 135 |
|
|
2022
Q1 | $1.07M | Sell |
5,237
-71
| -1% | -$14.6K | 0.09% | 107 |
|
|
2021
Q4 | $1.18M | Buy |
5,308
+5,238
| +7,483% | +$1.16M | 0.09% | 97 |
|
|
2021
Q3 | $70K | Sell |
70
-2,584
| -97% | -$2.58M | 0.01% | 276 |
|
|
2021
Q2 | $608K | Buy |
2,654
+1,147
| +76% | +$263K | 0.06% | 131 |
|
|
2021
Q1 | $332K | Sell |
1,507
-40
| -3% | -$8.81K | 0.04% | 160 |
|
|
2020
Q4 | $303K | Buy |
+1,547
| New | +$303K | 0.04% | 140 |
|
|
2020
Q3 | – | Sell |
-1,760
| Closed | -$251K | – | 137 |
|
|
2020
Q2 | $251K | Sell |
1,760
-2,169
| -55% | -$309K | 0.06% | 115 |
|
|
2020
Q1 | $449K | Sell |
3,929
-2,857
| -42% | -$326K | 0.13% | 85 |
|
|
2019
Q4 | $1.12M | Sell |
6,786
-305
| -4% | -$50.5K | 0.28% | 59 |
|
|
2019
Q3 | $1.07M | Sell |
7,091
-76
| -1% | -$11.5K | 0.31% | 55 |
|
|
2019
Q2 | $1.11M | Buy |
7,167
+367
| +5% | +$57K | 0.32% | 54 |
|
|
2019
Q1 | $1.04M | Buy |
6,800
+665
| +11% | +$102K | 0.31% | 52 |
|
|
2018
Q4 | $821K | Sell |
6,135
-7,061
| -54% | -$945K | 0.29% | 54 |
|
|
2018
Q3 | $2.19M | Buy |
13,196
+2,562
| +24% | +$426K | 0.6% | 35 |
|
|
2018
Q2 | $1.75M | Buy |
10,634
+1,436
| +16% | +$237K | 0.52% | 40 |
|
|
2018
Q1 | $1.4M | Sell |
9,198
-170
| -2% | -$25.8K | 0.45% | 45 |
|
|
2017
Q4 | $1.43M | Sell |
9,368
-302
| -3% | -$46K | 0.49% | 47 |
|
|
2017
Q3 | $1.44M | Sell |
9,670
-1,785
| -16% | -$267K | 0.53% | 46 |
|
|
2017
Q2 | $1.6M | Sell |
11,455
-5,300
| -32% | -$741K | 0.61% | 42 |
|
|
2017
Q1 | $2.25M | Buy |
16,755
+2,414
| +17% | +$324K | 0.97% | 29 |
|
|
2016
Q4 | $1.93M | Buy |
14,341
+8,867
| +162% | +$1.2M | 1.02% | 31 |
|
|
2016
Q3 | $679K | Buy |
5,474
+24
| +0.4% | +$2.98K | 0.39% | 50 |
|
|
2016
Q2 | $626K | Sell |
5,450
-172
| -3% | -$19.8K | 0.39% | 47 |
|
|
2016
Q1 | $621K | Sell |
5,622
-5,240
| -48% | -$579K | 0.43% | 46 |
|
|
2015
Q4 | $1.22M | Buy |
+10,862
| New | +$1.22M | 0.83% | 31 |
|