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iShares S&P MidCap 400 Index shares owned by Gerber Kawasaki Wealth & Investment Management

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Gerber Kawasaki Wealth & Investment Management from 13F filings

Historical chart of Gerber Kawasaki Wealth & Investment Management investment in iShares S&P MidCap 400 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Index held by Gerber Kawasaki Wealth & Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Index by Gerber Kawasaki Wealth & Investment Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $605k 10k 58.52
2024-03-31 $605k 10k 60.74
2023-09-30 $465k 1.9k 249.35
2023-06-30 $366k 1.4k 261.48
2023-03-31 $284k 1.1k 250.16
2022-12-31 $253k 1.0k 241.89
2022-09-30 $278k 1.3k 219.24
2022-06-30 $349k 2.2k 161.95
2022-03-31 $348k 1.3k 268.10
2021-12-31 $305k 1.1k 282.93
2021-09-30 $21k 21 1000.00
2021-06-30 $301k 1.1k 268.03
2021-03-31 $249k 960 259.38
2020-12-31 $261k 1.1k 229.55
2020-03-31 $215k 1.5k 143.33
2019-12-31 $426k 2.1k 205.80
2019-09-30 $398k 2.1k 192.92
2019-06-30 $366k 1.9k 193.86
2019-03-31 $345k 1.8k 189.25
2018-12-31 $314k 1.9k 165.87
2018-09-30 $409k 2.1k 199.41
2018-03-31 $363k 1.9k 187.50
2017-12-31 $371k 2.0k 189.67
2017-09-30 $358k 2.0k 180.72
2017-06-30 $379k 2.2k 173.61
2017-03-31 $377k 2.2k 168.45
2016-12-31 $365k 2.2k 165.31
2016-09-30 $336k 2.2k 154.62
2016-06-30 $322k 2.2k 149.21
2016-03-31 $308k 2.1k 144.06
2015-12-31 $372k 2.7k 139.17

More positions owned by Gerber Kawasaki Wealth & Investment Management

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Technology (XLK)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Tesla Motors (TSLA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)
Ishares Tr Core Msci Total (IXUS)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Alphabet Cap Stk Cl C (GOOG)
Select Sector Spdr Tr Financial (XLF)

View all positions for Gerber Kawasaki Wealth & Investment Management

Top funds holding iShares S&P MidCap 400 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Bank of New York Mellon
Wells Fargo & Company
LPL Financial
Jpmorgan Chase & Co
Morgan Stanley
Raymond James & Associates
Envestnet Asset Management
BlackRock
Royal Bank of Canada
BlackRock
Northern Trust
Pnc Financial Services
Goldman Sachs Group

View all funds holding iShares S&P MidCap 400 Index