Geller Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Geller Advisors’s Portfolio ITOT Stock Details ITOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$2.16M	Buy
2024 Q3	$2.11M	Buy
2024 Q2	$1.99M	Buy
2024 Q1	$1.92M	Buy
2023 Q4	$1.52M	Hold
2023 Q3	$1.36M	Hold
2023 Q2	$1.41M	Buy