Gerber Kawasaki Wealth & Investment Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Sell |
1,049
-21
| -2% | -$6.01K | 0.01% | 258 |
|
|
2025
Q1 | $274K | Buy |
1,070
+35
| +3% | +$8.95K | 0.01% | 258 |
|
|
2024
Q4 | $298K | Buy |
1,035
+4
| +0.4% | +$1.15K | 0.01% | 234 |
|
|
2024
Q3 | $293K | Sell |
1,031
-8
| -0.8% | -$2.27K | 0.01% | 240 |
|
|
2024
Q2 | $273K | Buy |
1,039
+5
| +0.5% | +$1.31K | 0.01% | 236 |
|
|
2024
Q1 | $280K | Buy |
1,034
+1
| +0.1% | +$271 | 0.02% | 230 |
|
|
2023
Q4 | $261K | Sell |
1,033
-41
| -4% | -$10.3K | 0.02% | 223 |
|
|
2023
Q3 | $241K | Sell |
1,074
-47
| -4% | -$10.5K | 0.02% | 220 |
|
|
2023
Q2 | $272K | Hold |
1,121
| – | – | 0.02% | 212 |
|
|
2023
Q1 | $254K | Sell |
1,121
-183
| -14% | -$41.5K | 0.02% | 213 |
|
|
2022
Q4 | $280K | Sell |
1,304
-82
| -6% | -$17.6K | 0.02% | 200 |
|
|
2022
Q3 | $286K | Sell |
1,386
-195
| -12% | -$40.2K | 0.03% | 185 |
|
|
2022
Q2 | $326K | Sell |
1,581
-230
| -13% | -$47.4K | 0.03% | 180 |
|
|
2022
Q1 | $463K | Sell |
1,811
-390
| -18% | -$99.7K | 0.04% | 165 |
|
|
2021
Q4 | $645K | Buy |
2,201
+2,157
| +4,902% | +$632K | 0.05% | 144 |
|
|
2021
Q3 | $44K | Sell |
44
-2,608
| -98% | -$2.61M | 0.01% | 341 |
|
|
2021
Q2 | $826K | Sell |
2,652
-12
| -0.5% | -$3.74K | 0.08% | 112 |
|
|
2021
Q1 | $801K | Buy |
2,664
+29
| +1% | +$8.72K | 0.1% | 102 |
|
|
2020
Q4 | $755K | Buy |
+2,635
| New | +$755K | 0.1% | 89 |
|
|
2020
Q3 | – | Sell |
-2,399
| Closed | -$496K | – | 138 |
|
|
2020
Q2 | $496K | Buy |
2,399
+420
| +21% | +$86.8K | 0.11% | 86 |
|
|
2020
Q1 | $313K | Buy |
+1,979
| New | +$313K | 0.09% | 99 |
|
|
2017
Q2 | – | Sell |
-1,530
| Closed | -$241K | – | 124 |
|
|
2017
Q1 | $241K | Buy |
1,530
+210
| +16% | +$33.1K | 0.1% | 105 |
|
|
2016
Q4 | $203K | Buy |
+1,320
| New | +$203K | 0.11% | 94 |
|