Gerber Kawasaki Wealth & Investment Management’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.29M | Buy |
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|
2025
Q2 | $3.97M | Buy |
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|
2025
Q1 | $3.37M | Buy |
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|
2024
Q4 | $3.18M | Buy |
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|
2024
Q3 | $2.92M | Buy |
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|
2024
Q2 | $2.43M | Buy |
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|
2024
Q1 | $2.37M | Buy |
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|
2023
Q4 | $2.08M | Sell |
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|
2023
Q3 | $1.87M | Sell |
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|
2023
Q2 | $1.89M | Sell |
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|
2023
Q1 | $1.97M | Sell |
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|
2022
Q4 | $2.21M | Sell |
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|
2022
Q3 | $2.35M | Sell |
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|
2022
Q2 | $2.85M | Sell |
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|
2022
Q1 | $3.58M | Buy |
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|
2021
Q4 | $3.24M | Buy |
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|
2021
Q3 | $102K | Sell |
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|
2021
Q2 | $2.32M | Buy |
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|
2021
Q1 | $1.92M | Buy |
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|
2020
Q4 | $1.35M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.12M | Buy |
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|
2020
Q1 | $938K | Buy |
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|
2019
Q4 | $1.14M | Sell |
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|
2019
Q3 | $1.06M | Buy |
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|
2019
Q2 | $1.04M | Sell |
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|
2019
Q1 | $1.02M | Buy |
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|
2018
Q4 | $873K | Buy |
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