Gerber Kawasaki Wealth & Investment Management’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.97M | Buy |
32,845
+3,012
| +10% | +$364K | 0.15% | 87 |
|
|
2025
Q1 | $3.37M | Buy |
29,833
+1,111
| +4% | +$125K | 0.15% | 82 |
|
|
2024
Q4 | $3.18M | Buy |
28,722
+666
| +2% | +$73.6K | 0.14% | 87 |
|
|
2024
Q3 | $2.92M | Buy |
28,056
+2,379
| +9% | +$247K | 0.13% | 86 |
|
|
2024
Q2 | $2.43M | Buy |
25,677
+917
| +4% | +$86.7K | 0.12% | 95 |
|
|
2024
Q1 | $2.37M | Buy |
24,760
+439
| +2% | +$42K | 0.13% | 96 |
|
|
2023
Q4 | $2.08M | Sell |
24,321
-753
| -3% | -$64.3K | 0.12% | 94 |
|
|
2023
Q3 | $1.87M | Sell |
25,074
-222
| -0.9% | -$16.6K | 0.13% | 95 |
|
|
2023
Q2 | $1.89M | Sell |
25,296
-2,459
| -9% | -$183K | 0.13% | 94 |
|
|
2023
Q1 | $1.97M | Sell |
27,755
-1,528
| -5% | -$109K | 0.16% | 91 |
|
|
2022
Q4 | $2.21M | Sell |
29,283
-5,576
| -16% | -$421K | 0.2% | 86 |
|
|
2022
Q3 | $2.35M | Sell |
34,859
-5,898
| -14% | -$398K | 0.22% | 78 |
|
|
2022
Q2 | $2.85M | Sell |
40,757
-1,576
| -4% | -$110K | 0.27% | 73 |
|
|
2022
Q1 | $3.58M | Buy |
42,333
+4,910
| +13% | +$415K | 0.29% | 57 |
|
|
2021
Q4 | $3.24M | Buy |
37,423
+37,321
| +36,589% | +$3.24M | 0.26% | 67 |
|
|
2021
Q3 | $102K | Sell |
102
-28,575
| -100% | -$28.6M | 0.01% | 238 |
|
|
2021
Q2 | $2.32M | Buy |
28,677
+3,086
| +12% | +$250K | 0.24% | 72 |
|
|
2021
Q1 | $1.92M | Buy |
25,591
+5,379
| +27% | +$403K | 0.23% | 69 |
|
|
2020
Q4 | $1.35M | Buy |
+20,212
| New | +$1.35M | 0.19% | 71 |
|
|
2020
Q3 | – | Sell |
-20,286
| Closed | -$1.12M | – | 139 |
|
|
2020
Q2 | $1.12M | Buy |
20,286
+1,000
| +5% | +$55.1K | 0.25% | 61 |
|
|
2020
Q1 | $938K | Buy |
19,286
+2,790
| +17% | +$136K | 0.27% | 63 |
|
|
2019
Q4 | $1.14M | Sell |
16,496
-34
| -0.2% | -$2.34K | 0.29% | 58 |
|
|
2019
Q3 | $1.06M | Buy |
16,530
+2
| +0% | +$129 | 0.3% | 57 |
|
|
2019
Q2 | $1.04M | Sell |
16,528
-826
| -5% | -$51.8K | 0.3% | 55 |
|
|
2019
Q1 | $1.03M | Buy |
17,354
+930
| +6% | +$54.9K | 0.3% | 53 |
|
|
2018
Q4 | $873K | Buy |
+16,424
| New | +$873K | 0.31% | 52 |
|