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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$11.5M	Buy	99,570 +97,015	+3,797%	+$11.2M	0.75%	15
2024 Q3	$299K	Buy	+2,555	New	+$299K	0.02%	205
2017 Q3	–	Sell	-2,856	Closed	-$200K	–	35
2017 Q2	$200K	Buy	+2,856	New	+$200K	0.1%	27