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Gerber Kawasaki Wealth & Investment Management’s iShares US Industrials ETF IYJ Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio IYJ Stock Details IYJ 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 – 694
2021
Q3 		$2K Buy
+2
New +$224 ﹤0.01% 898

Other funds holding IYJ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NWM
NEIRG Wealth Management North Andover, Massachusetts $542M AUM 10.92% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of iShares US Industrials ETF (IYJ) in Q4 2021, closing a stake of 2 shares — an estimated $2K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in IYJ in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 263 funds tracked by Wall St. Rank hold IYJ as of Q4 2021.

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

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