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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value 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 500 Value Index by Gerber Kawasaki Wealth & Investment Management

Quarter filed Position value Share count Share price at filing
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