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
2024 Q3	$299K	Buy
2017 Q3	–	Sell
2017 Q2	$200K	Buy