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Ishares Tr dev val factor shares owned by Gerber Kawasaki Wealth & Investment Management

Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Gerber Kawasaki Wealth & Investment Management from 13F filings

Historical chart of Gerber Kawasaki Wealth & Investment Management investment in Ishares Tr dev val factor

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr dev val factor 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 Tr dev val factor by Gerber Kawasaki Wealth & Investment Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $413k 15k 27.44
2024-03-31 $425k 15k 28.23

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 Tr dev val factor

Northwestern Mutual Wealth Management Company
FMR
Mercer Global Advisors
Envestnet Asset Management
Jpmorgan Chase & Co
Eqis Capital Management
Bank of America Corporation
Kathmere Capital Management
Janney Montgomery Scott
Armbruster Capital Management
Buckingham Asset Management
Morgan Stanley
Resources Investment Advisors
BlackRock
Integrated Wealth Concepts

View all funds holding Ishares Tr dev val factor