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Gerber Kawasaki Wealth & Investment Management’s iShares US Financials ETF IYF Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.35M Buy
41,962
+4,005
+11% +$497K 0.14% 88
2026
Q1 		$4.47M Buy
37,957
+1,312
+4% +$163K 0.14% 87
2025
Q4 		$4.72M Buy
36,645
+2,785
+8% +$348K 0.16% 83
2025
Q3 		$4.29M Buy
33,860
+1,015
+3% +$126K 0.15% 87
2025
Q2 		$3.97M Buy
32,845
+3,012
+10% +$339K 0.15% 87
2025
Q1 		$3.37M Buy
29,833
+1,111
+4% +$127K 0.15% 82
2024
Q4 		$3.18M Buy
28,722
+666
+2% +$74.2K 0.14% 87
2024
Q3 		$2.92M Buy
28,056
+2,379
+9% +$239K 0.13% 86
2024
Q2 		$2.43M Buy
25,677
+917
+4% +$85.9K 0.12% 95
2024
Q1 		$2.37M Buy
24,760
+439
+2% +$39.1K 0.13% 96
2023
Q4 		$2.08M Sell
24,321
-753
-3% -$58.7K 0.12% 94
2023
Q3 		$1.87M Sell
25,074
-222
-0.9% -$17.1K 0.13% 95
2023
Q2 		$1.89M Sell
25,296
-2,459
-9% -$177K 0.13% 94
2023
Q1 		$1.97M Sell
27,755
-1,528
-5% -$118K 0.16% 91
2022
Q4 		$2.21M Sell
29,283
-5,576
-16% -$418K 0.2% 86
2022
Q3 		$2.35M Sell
34,859
-5,898
-14% -$434K 0.22% 78
2022
Q2 		$2.85M Sell
40,757
-1,576
-4% -$120K 0.27% 73
2022
Q1 		$3.58M Buy
42,333
+4,910
+13% +$423K 0.29% 57
2021
Q4 		$3.24M Buy
37,423
+37,321
+36,589% +$3.25M 0.26% 67
2021
Q3 		$102K Sell
102
-28,575
-100% -$2.37M 0.01% 238
2021
Q2 		$2.32M Buy
28,677
+3,086
+12% +$248K 0.24% 72
2021
Q1 		$1.92M Buy
25,591
+5,379
+27% +$382K 0.23% 69
2020
Q4 		$1.35M Buy
+20,212
New +$1.25M 0.19% 71
2020
Q3 		– Sell
-20,286
Closed -$1.12M – 143
2020
Q2 		$1.12M Buy
20,286
+1,000
+5% +$53.4K 0.25% 61
2020
Q1 		$938K Buy
19,286
+2,790
+17% +$177K 0.27% 63
2019
Q4 		$1.14M Sell
16,496
-34
-0.2% -$2.26K 0.29% 58
2019
Q3 		$1.06M Buy
16,530
+2
+0% +$127 0.3% 57
2019
Q2 		$1.04M Sell
16,528
-826
-5% -$50.9K 0.3% 55
2019
Q1 		$1.02M Buy
17,354
+930
+6% +$54K 0.3% 53
2018
Q4 		$873K Buy
+16,424
New +$941K 0.31% 52

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.89B AUM 27.89% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management increased its iShares US Financials ETF (IYF) stake by 11% in Q2 2026, buying an estimated $497K and bringing the position to 41,962 shares worth $5.35M. The position accounts for 0.14% of the portfolio, ranked #88.

Gerber Kawasaki Wealth & Investment Management first reported a position in IYF in Q4 2018 and has held it in 30 quarters since. 265 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 41,962 shares of iShares US Financials ETF worth $5.35M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 4,005 iShares US Financials ETF shares in Q2 2026, an estimated $497K.
  • iShares US Financials ETF made up 0.14% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #88 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in iShares US Financials ETF in Q4 2018 and has held it in 30 quarters since.
  • 265 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

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