Geller Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Geller Advisors’s Portfolio IGM Stock Details IGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$396K	Hold	3,875	–	–	0.03%	167
2024 Q3	$372K	Buy	3,875 +14	+0.4%	+$1.29K	0.03%	176
2024 Q2	$364K	Sell	3,861 -559	-13%	-$48.9K	0.03%	185
2024 Q1	$381K	Buy	4,420 +94	+2%	+$7.66K	0.03%	182
2023 Q4	$323K	Sell	4,326 -222	-5%	-$15.2K	0.03%	191
2023 Q3	$290K	Buy	4,548 +24	+0.5%	+$1.58K	0.03%	193
2023 Q2	$296K	Sell	4,524 -6,396	-59%	-$380K	0.04%	186
2023 Q1	$618K	Buy	+10,920	New	+$570K	0.09%	51

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Geller Advisors's IGM Position: Q4 2024 in Review

Geller Advisors held its iShares Expanded Tech Sector ETF (IGM) position steady in Q4 2024 at 3,875 shares worth $396K. The position accounts for 0.03% of the portfolio, ranked #167.

Geller Advisors first reported a position in IGM in Q1 2023 and has held it in 8 quarters since. The position peaked at $618K in Q1 2023. 415 funds tracked by Wall St. Rank hold IGM as of Q4 2024.

Geller Advisors held 3,875 shares of iShares Expanded Tech Sector ETF worth $396K as of Q4 2024.
Geller Advisors left its iShares Expanded Tech Sector ETF share count unchanged in Q4 2024.
iShares Expanded Tech Sector ETF made up 0.03% of Geller Advisors's portfolio in Q4 2024, its #167 holding.
Geller Advisors first reported a position in iShares Expanded Tech Sector ETF in Q1 2023 and has held it in 8 quarters since.
Geller Advisors's iShares Expanded Tech Sector ETF position peaked at $618K in Q1 2023.
415 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.