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Gerber Kawasaki Wealth & Investment Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio IWR Stock Details IWR 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 – 687
2021
Q3 		$1K Buy
+1
New +$80 ﹤0.01% 994

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

Gerber Kawasaki Wealth & Investment Management first reported a position in IWR in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 1,136 funds tracked by Wall St. Rank hold IWR as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 1 iShares Russell Mid-Cap ETF share in Q4 2021, an estimated $1K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's iShares Russell Mid-Cap ETF position peaked at $1K in Q3 2021.
  • 1,136 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2021.

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