Geller Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Geller Advisors’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$606K	Buy	9,730 +800	+9%	+$51.3K	0.04%	110
2024 Q3	$557K	Hold	8,930	–	–	0.04%	125
2024 Q2	$523K	Hold	8,930	–	–	0.04%	134
2024 Q1	$542K	Hold	8,930	–	–	0.04%	129
2023 Q4	$495K	Sell	8,930 -590	-6%	-$29.9K	0.05%	125
2023 Q3	$477K	Hold	9,520	–	–	0.06%	119
2023 Q2	$498K	Buy	9,520 +4,120	+76%	+$205K	0.06%	116
2023 Q1	$270K	Hold	5,400	–	–	0.04%	137
2022 Q4	$261K	Hold	5,400	–	–	0.04%	110
2022 Q3	$237K	Hold	5,400	–	–	0.05%	107
2022 Q2	$244K	Hold	5,400	–	–	0.05%	113
2022 Q1	$290K	Hold	5,400	–	–	0.05%	114
2021 Q4	$306K	Hold	5,400	–	–	0.06%	115
2021 Q3	$284K	Hold	5,400	–	–	0.06%	112
2021 Q2	$290K	Hold	5,400	–	–	0.06%	96
2021 Q1	$281K	Sell	5,400 -8,000	-60%	-$400K	0.07%	81
2020 Q4	$432K	Hold	13,400	–	–	0.11%	51
2020 Q3	$497K	Buy	13,400 +1,550	+13%	+$57.9K	0.14%	33
2020 Q2	$421K	Sell	11,850 -12,500	-51%	-$415K	0.13%	39
2020 Q1	$701K	Buy	24,350 +12,500	+105%	+$465K	0.2%	19
2019 Q4	$488K	Hold	11,850	–	–	0.15%	23
2019 Q3	$458K	Buy	+11,850	New	+$455K	0.17%	26
2016 Q1	–	Sell	-7,700	Closed	-$215K	–	30
2015 Q4	$215K	Buy	+7,700	New	+$220K	0.13%	28

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Geller Advisors's IJH Position: Q4 2024 in Review

Geller Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 9% in Q4 2024, buying an estimated $51.3K and bringing the position to 9,730 shares worth $606K. The position accounts for 0.04% of the portfolio, ranked #110.

Geller Advisors first reported a position in IJH in Q4 2015 and has held it in 23 quarters since. The position peaked at $701K in Q1 2020. 2,461 funds tracked by Wall St. Rank hold IJH as of Q4 2024.

Geller Advisors held 9,730 shares of iShares Core S&P Mid-Cap ETF worth $606K as of Q4 2024.
Geller Advisors bought 800 iShares Core S&P Mid-Cap ETF shares in Q4 2024, an estimated $51.3K.
iShares Core S&P Mid-Cap ETF made up 0.04% of Geller Advisors's portfolio in Q4 2024, its #110 holding.
Geller Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2015 and has held it in 23 quarters since.
Geller Advisors's iShares Core S&P Mid-Cap ETF position peaked at $701K in Q1 2020.
2,461 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2024.

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