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Gerber Kawasaki Wealth & Investment Management’s iShares US Transportation ETF IYT Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio IYT Stock Details IYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-8
Closed -$2K – 695
2021
Q3 		$2K Buy
+8
New +$506 ﹤0.01% 899

Other funds holding IYT

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of iShares US Transportation ETF (IYT) in Q4 2021, closing a stake of 8 shares — an estimated $2K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in IYT in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 241 funds tracked by Wall St. Rank hold IYT as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining iShares US Transportation ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 8 iShares US Transportation ETF shares in Q4 2021, an estimated $2K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in iShares US Transportation ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's iShares US Transportation ETF position peaked at $2K in Q3 2021.
  • 241 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2021.

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