iShares S&P 500 Index shares owned by Gerber Kawasaki Wealth & Investment Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) 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 Index
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Quarterly reported holdings in iShares S&P 500 Index by Gerber Kawasaki Wealth & Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $28M | 42k | 669.30 |
| 2025-06-30 | $26M | 42k | 620.91 |
| 2025-03-31 | $23M | 40k | 561.91 |
| 2024-12-31 | $24M | 40k | 588.68 |
| 2024-09-30 | $21M | 37k | 576.82 |
| 2024-06-30 | $19M | 34k | 547.24 |
| 2024-03-31 | $17M | 31k | 525.74 |
| 2023-09-30 | $8.9M | 21k | 429.42 |
| 2023-06-30 | $8.1M | 18k | 445.70 |
| 2023-03-31 | $6.4M | 16k | 411.10 |
| 2022-12-31 | $5.9M | 15k | 384.22 |
| 2022-09-30 | $5.4M | 15k | 358.62 |
| 2022-06-30 | $5.9M | 16k | 379.11 |
| 2022-03-31 | $5.4M | 12k | 453.61 |
| 2021-12-31 | $5.8M | 12k | 476.97 |
| 2021-09-30 | $67k | 67 | 1000.00 |
| 2021-06-30 | $2.9M | 6.7k | 429.80 |
| 2021-03-31 | $2.7M | 6.8k | 397.68 |
| 2020-12-31 | $2.7M | 7.3k | 375.26 |
| 2020-06-30 | $2.3M | 7.6k | 309.61 |
| 2020-03-31 | $2.2M | 8.4k | 258.31 |
| 2019-12-31 | $3.2M | 10k | 323.23 |
| 2019-09-30 | $2.8M | 9.2k | 298.48 |
| 2019-06-30 | $2.5M | 8.4k | 294.64 |
| 2019-03-31 | $2.5M | 8.7k | 284.47 |
| 2018-12-31 | $2.4M | 9.6k | 251.56 |
| 2018-09-30 | $753k | 2.6k | 293.57 |
| 2018-03-31 | $635k | 2.4k | 265.25 |
| 2017-12-31 | $515k | 1.9k | 268.37 |
| 2017-09-30 | $524k | 2.1k | 255.49 |
| 2017-06-30 | $545k | 2.2k | 243.85 |
| 2017-03-31 | $682k | 2.9k | 235.99 |
| 2016-12-31 | $607k | 2.7k | 224.81 |
| 2016-09-30 | $243k | 1.1k | 216.96 |
More positions owned by Gerber Kawasaki Wealth & Investment Management
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