Gerber Kawasaki Wealth & Investment Management’s iShares US Technology ETF IYW Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$753K	Sell	2,983 -162	-5%	-$37.2K	0.02%	195
2026 Q1	$571K	Sell	3,145 -85	-3%	-$16.4K	0.02%	209
2025 Q4	$645K	Buy	3,230 +35	+1%	+$7K	0.02%	191
2025 Q3	$626K	Sell	3,195 -483	-13%	-$88.4K	0.02%	192
2025 Q2	$637K	Buy	+3,678	New	+$558K	0.02%	182
2025 Q1	–	Sell	-1,103	Closed	-$176K	–	302
2024 Q4	$176K	Buy	1,103 +167	+18%	+$26.4K	0.01%	277
2024 Q3	$142K	Buy	+936	New	+$138K	0.01%	281
2024 Q2	–	Sell	-844	Closed	-$114K	–	290
2024 Q1	$114K	Buy	+844	New	+$110K	0.01%	274
2021 Q4	–	Sell	-2	Closed	-$2K	–	696
2021 Q3	$2K	Buy	+2	New	+$209	﹤0.01%	900

Other funds holding IYW

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management reduced its iShares US Technology ETF (IYW) stake by 5.2% in Q2 2026, selling an estimated $37.2K and leaving 2,983 shares worth $753K. The position accounts for 0.02% of the portfolio, ranked #195.

Gerber Kawasaki Wealth & Investment Management first reported a position in IYW in Q3 2021 and has held it in 9 quarters since. 1,073 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 2,983 shares of iShares US Technology ETF worth $753K as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management sold 162 iShares US Technology ETF shares in Q2 2026, an estimated $37.2K.
iShares US Technology ETF made up 0.02% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #195 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in iShares US Technology ETF in Q3 2021 and has held it in 9 quarters since.
1,073 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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