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Geller Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Geller Advisors’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$11.5M Buy
99,570
+97,015
+3,797% +$11.6M 0.75% 15
2024
Q3 		$299K Buy
+2,555
New +$289K 0.02% 205
2017
Q3 		– Sell
-2,856
Closed -$200K – 35
2017
Q2 		$200K Buy
+2,856
New +$198K 0.1% 27

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geller Advisors's IJR Position: Q4 2024 in Review

Geller Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3,797% in Q4 2024, buying an estimated $11.6M and bringing the position to 99,570 shares worth $11.5M. The position accounts for 0.75% of the portfolio, ranked #15.

Geller Advisors first reported a position in IJR in Q2 2017 and has held it in 3 quarters since. 2,625 funds tracked by Wall St. Rank hold IJR as of Q4 2024.

  • Geller Advisors held 99,570 shares of iShares Core S&P Small-Cap ETF worth $11.5M as of Q4 2024.
  • Geller Advisors bought 97,015 iShares Core S&P Small-Cap ETF shares in Q4 2024, an estimated $11.6M.
  • iShares Core S&P Small-Cap ETF made up 0.75% of Geller Advisors's portfolio in Q4 2024, its #15 holding.
  • Geller Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2017 and has held it in 3 quarters since.
  • 2,625 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2024.

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