iShares S&P 500 Value Index shares owned by Gerber Kawasaki Wealth & Investment Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Gerber Kawasaki Wealth & Investment Management
from 13F filings
Historical chart of Gerber Kawasaki Wealth & Investment Management investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Gerber Kawasaki Wealth & Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $464k | 2.2k | 206.56 |
| 2025-06-30 | $409k | 2.1k | 195.45 |
| 2025-03-31 | $311k | 1.6k | 190.59 |
| 2024-12-31 | $309k | 1.6k | 190.92 |
| 2024-09-30 | $348k | 1.8k | 197.26 |
| 2024-06-30 | $304k | 1.7k | 182.04 |
| 2024-03-31 | $315k | 1.7k | 186.88 |
| 2023-09-30 | $212k | 1.4k | 153.84 |
| 2023-06-30 | $224k | 1.4k | 161.19 |
| 2021-12-31 | $257k | 475 | 541.05 |
| 2021-09-30 | $2.0k | 2 | 1000.00 |
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