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iShares S&P SmallCap 600 Index shares owned by Gerber Kawasaki Wealth & Investment Management

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Gerber Kawasaki Wealth & Investment Management from 13F filings

Historical chart of Gerber Kawasaki Wealth & Investment Management investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 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 SmallCap 600 Index by Gerber Kawasaki Wealth & Investment Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $985k 9.2k 106.66
2024-03-31 $999k 9.0k 110.52
2023-09-30 $742k 7.9k 94.33
2023-06-30 $923k 9.3k 99.65
2023-03-31 $1.2M 12k 96.70
2022-12-31 $1.1M 12k 94.64
2022-09-30 $1.2M 14k 87.16
2022-06-30 $1.1M 12k 92.37
2022-03-31 $1.4M 13k 107.83
2021-12-31 $1.0M 8.8k 114.48
2021-09-30 $44k 44 1000.00
2021-06-30 $603k 5.3k 112.90
2021-03-31 $614k 5.7k 108.40
2020-12-31 $533k 5.8k 91.88
2020-06-30 $597k 8.8k 68.19
2020-03-31 $966k 17k 56.09
2019-12-31 $13M 152k 83.84
2019-09-30 $11M 141k 77.84
2019-06-30 $11M 146k 78.28
2019-03-31 $10M 132k 77.15
2018-12-31 $7.1M 103k 69.31
2018-09-30 $8.5M 98k 85.94
2018-06-30 $7.2M 85k 84.32
2018-03-31 $5.2M 68k 77.01
2017-12-31 $3.9M 51k 76.79
2017-09-30 $3.3M 44k 74.73
2017-06-30 $2.9M 41k 69.67
2017-03-31 $2.7M 41k 67.20
2016-12-31 $2.1M 15k 137.49
2015-12-31 $309k 2.8k 109.77

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 SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index