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

Gerber Kawasaki Wealth & Investment Management’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$365K Sell
927
-100
-10% -$36.5K 0.01% 275
2026
Q1 		$322K Buy
1,027
+49
+5% +$16.3K 0.01% 275
2025
Q4 		$316K Sell
978
-72
-7% -$23.4K 0.01% 278
2025
Q3 		$336K Buy
1,050
+1
+0.1% +$302 0.01% 260
2025
Q2 		$300K Sell
1,049
-21
-2% -$5.53K 0.01% 258
2025
Q1 		$274K Buy
1,070
+35
+3% +$9.88K 0.01% 258
2024
Q4 		$298K Buy
1,035
+4
+0.4% +$1.18K 0.01% 234
2024
Q3 		$293K Sell
1,031
-8
-0.8% -$2.19K 0.01% 240
2024
Q2 		$273K Buy
1,039
+5
+0.5% +$1.3K 0.01% 236
2024
Q1 		$280K Buy
1,034
+1
+0.1% +$256 0.02% 230
2023
Q4 		$261K Sell
1,033
-41
-4% -$9.24K 0.02% 223
2023
Q3 		$241K Sell
1,074
-47
-4% -$11.2K 0.02% 220
2023
Q2 		$272K Hold
1,121
– – 0.02% 212
2023
Q1 		$254K Sell
1,121
-183
-14% -$41.9K 0.02% 214
2022
Q4 		$280K Sell
1,304
-82
-6% -$18K 0.02% 200
2022
Q3 		$286K Sell
1,386
-195
-12% -$43.9K 0.03% 185
2022
Q2 		$326K Sell
1,581
-230
-13% -$51.3K 0.03% 180
2022
Q1 		$463K Sell
1,811
-390
-18% -$99.8K 0.04% 165
2021
Q4 		$645K Buy
2,201
+2,157
+4,902% +$650K 0.05% 144
2021
Q3 		$44K Sell
44
-2,608
-98% -$783K 0.01% 341
2021
Q2 		$826K Sell
2,652
-12
-0.5% -$3.61K 0.08% 113
2021
Q1 		$801K Buy
2,664
+29
+1% +$9K 0.1% 103
2020
Q4 		$755K Buy
+2,635
New +$672K 0.1% 89
2020
Q3 		– Sell
-2,399
Closed -$496K – 142
2020
Q2 		$496K Buy
2,399
+420
+21% +$78.5K 0.11% 86
2020
Q1 		$313K Buy
+1,979
New +$393K 0.09% 99
2017
Q2 		– Sell
-1,530
Closed -$241K – 125
2017
Q1 		$241K Buy
1,530
+210
+16% +$33.3K 0.1% 105
2016
Q4 		$203K Buy
+1,320
New +$197K 0.11% 94

Other funds holding IWO

B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 9.7% in Q2 2026, selling an estimated $36.5K and leaving 927 shares worth $365K. The position accounts for 0.01% of the portfolio, ranked #275.

Gerber Kawasaki Wealth & Investment Management first reported a position in IWO in Q4 2016 and has held it in 27 quarters since. The position peaked at $826K in Q2 2021. 860 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 927 shares of iShares Russell 2000 Growth ETF worth $365K as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 100 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $36.5K.
  • iShares Russell 2000 Growth ETF made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #275 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2016 and has held it in 27 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's iShares Russell 2000 Growth ETF position peaked at $826K in Q2 2021.
  • 860 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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