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Gerber Kawasaki Wealth & Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.01M Sell
10,002
-145
-1% -$40.7K 0.08% 108
2026
Q1 		$2.52M Buy
10,147
+7,275
+253% +$1.88M 0.08% 109
2025
Q4 		$707K Sell
2,872
-7,826
-73% -$1.92M 0.02% 180
2025
Q3 		$2.59M Sell
10,698
-805
-7% -$185K 0.09% 102
2025
Q2 		$2.48M Buy
11,503
+169
+1% +$34K 0.1% 101
2025
Q1 		$2.26M Sell
11,334
-5,121
-31% -$1.11M 0.1% 103
2024
Q4 		$3.64M Buy
16,455
+654
+4% +$149K 0.16% 81
2024
Q3 		$3.49M Buy
15,801
+9,525
+152% +$2.04M 0.16% 82
2024
Q2 		$1.27M Sell
6,276
-4,310
-41% -$871K 0.06% 122
2024
Q1 		$2.23M Buy
10,586
+4,554
+75% +$908K 0.12% 99
2023
Q4 		$1.21M Sell
6,032
-1,233
-17% -$221K 0.07% 123
2023
Q3 		$1.28M Buy
7,265
+1,312
+22% +$246K 0.09% 113
2023
Q2 		$1.11M Buy
5,953
+885
+17% +$158K 0.07% 122
2023
Q1 		$904K Buy
5,068
+49
+1% +$9.02K 0.07% 135
2022
Q4 		$875K Sell
5,019
-352
-7% -$62.6K 0.08% 131
2022
Q3 		$885K Buy
5,371
+1,279
+31% +$233K 0.08% 119
2022
Q2 		$693K Sell
4,092
-1,145
-22% -$211K 0.07% 135
2022
Q1 		$1.07M Sell
5,237
-71
-1% -$14.5K 0.09% 107
2021
Q4 		$1.18M Buy
5,308
+5,238
+7,483% +$1.18M 0.09% 97
2021
Q3 		$70K Sell
70
-2,584
-97% -$573K 0.01% 276
2021
Q2 		$608K Buy
2,654
+1,147
+76% +$258K 0.06% 132
2021
Q1 		$332K Sell
1,507
-40
-3% -$8.73K 0.04% 161
2020
Q4 		$303K Buy
+1,547
New +$271K 0.04% 140
2020
Q3 		– Sell
-1,760
Closed -$251K – 141
2020
Q2 		$251K Sell
1,760
-2,169
-55% -$285K 0.06% 115
2020
Q1 		$449K Sell
3,929
-2,857
-42% -$426K 0.13% 85
2019
Q4 		$1.12M Sell
6,786
-305
-4% -$48.2K 0.28% 59
2019
Q3 		$1.07M Sell
7,091
-76
-1% -$11.6K 0.31% 55
2019
Q2 		$1.11M Buy
7,167
+367
+5% +$56.6K 0.32% 54
2019
Q1 		$1.04M Buy
6,800
+665
+11% +$99.9K 0.31% 52
2018
Q4 		$821K Sell
6,135
-7,061
-54% -$1.05M 0.29% 54
2018
Q3 		$2.19M Buy
13,196
+2,562
+24% +$433K 0.6% 35
2018
Q2 		$1.75M Buy
10,634
+1,436
+16% +$230K 0.52% 40
2018
Q1 		$1.4M Sell
9,198
-170
-2% -$26.3K 0.45% 45
2017
Q4 		$1.43M Sell
9,368
-302
-3% -$45.4K 0.49% 47
2017
Q3 		$1.44M Sell
9,670
-1,785
-16% -$251K 0.53% 46
2017
Q2 		$1.6M Sell
11,455
-5,300
-32% -$734K 0.61% 42
2017
Q1 		$2.25M Buy
16,755
+2,414
+17% +$330K 0.97% 29
2016
Q4 		$1.93M Buy
14,341
+8,867
+162% +$1.13M 1.02% 31
2016
Q3 		$679K Buy
5,474
+24
+0.4% +$2.92K 0.39% 50
2016
Q2 		$626K Sell
5,450
-172
-3% -$19.4K 0.39% 47
2016
Q1 		$621K Sell
5,622
-5,240
-48% -$542K 0.43% 46
2015
Q4 		$1.22M Buy
+10,862
New +$1.25M 0.83% 31

Other funds holding IWM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management reduced its iShares Russell 2000 ETF (IWM) stake by 1.4% in Q2 2026, selling an estimated $40.7K and leaving 10,002 shares worth $3.01M. The position accounts for 0.08% of the portfolio, ranked #108.

Gerber Kawasaki Wealth & Investment Management first reported a position in IWM in Q4 2015 and has held it in 42 quarters since. The position peaked at $3.64M in Q4 2024. 1,777 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 10,002 shares of iShares Russell 2000 ETF worth $3.01M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 145 iShares Russell 2000 ETF shares in Q2 2026, an estimated $40.7K.
  • iShares Russell 2000 ETF made up 0.08% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #108 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in iShares Russell 2000 ETF in Q4 2015 and has held it in 42 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's iShares Russell 2000 ETF position peaked at $3.64M in Q4 2024.
  • 1,777 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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