Gerber Kawasaki Wealth & Investment Management’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $637K | Buy |
+3,678
| New | +$637K | 0.02% | 182 |
|
|
2025
Q1 | – | Sell |
-1,103
| Closed | -$176K | – | 302 |
|
|
2024
Q4 | $176K | Buy |
1,103
+167
| +18% | +$26.6K | 0.01% | 277 |
|
|
2024
Q3 | $142K | Buy |
+936
| New | +$142K | 0.01% | 281 |
|
|
2024
Q2 | – | Sell |
-844
| Closed | -$114K | – | 290 |
|
|
2024
Q1 | $114K | Buy |
+844
| New | +$114K | 0.01% | 274 |
|
|
2021
Q4 | – | Sell |
-2
| Closed | -$2K | – | 694 |
|
|
2021
Q3 | $2K | Buy |
+2
| New | +$2K | ﹤0.01% | 887 |
|