GA
Geller Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.16M | Buy |
16,770
+8
| +0% | +$1.03K | 0.14% | 38 |
|
|
2024
Q3 | $2.11M | Buy |
16,762
+9
| +0.1% | +$1.13K | 0.15% | 41 |
|
|
2024
Q2 | $1.99M | Buy |
16,753
+137
| +0.8% | +$16.3K | 0.15% | 41 |
|
|
2024
Q1 | $1.92M | Buy |
16,616
+2,217
| +15% | +$256K | 0.16% | 40 |
|
|
2023
Q4 | $1.52M | Hold |
14,399
| – | – | 0.15% | 42 |
|
|
2023
Q3 | $1.36M | Hold |
14,399
| – | – | 0.16% | 33 |
|
|
2023
Q2 | $1.41M | Buy |
+14,399
| New | +$1.41M | 0.18% | 35 |
|