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

Gerber Kawasaki Wealth & Investment Management’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2
Closed -$2K – 688
2021
Q3 		$2K Buy
+2
New +$232 ﹤0.01% 894

Other funds holding IWS

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2021, closing a stake of 2 shares — an estimated $2K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in IWS in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 783 funds tracked by Wall St. Rank hold IWS as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 2 iShares Russell Mid-Cap Value ETF shares in Q4 2021, an estimated $2K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's iShares Russell Mid-Cap Value ETF position peaked at $2K in Q3 2021.
  • 783 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2021.

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