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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
16,770
+8
+0% +$1.04K 0.14% 38
2024
Q3 		$2.11M Buy
16,762
+9
+0.1% +$1.09K 0.15% 41
2024
Q2 		$1.99M Buy
16,753
+137
+0.8% +$15.7K 0.15% 41
2024
Q1 		$1.92M Buy
16,616
+2,217
+15% +$243K 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 +$1.33M 0.18% 35

Other funds holding ITOT

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Geller Advisors's ITOT Position: Q4 2024 in Review

Geller Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.05% in Q4 2024, buying an estimated $1.04K and bringing the position to 16,770 shares worth $2.16M. The position accounts for 0.14% of the portfolio, ranked #38.

Geller Advisors first reported a position in ITOT in Q2 2023 and has held it in 7 quarters since. 1,429 funds tracked by Wall St. Rank hold ITOT as of Q4 2024.

  • Geller Advisors held 16,770 shares of iShares Core S&P Total US Stock Market ETF worth $2.16M as of Q4 2024.
  • Geller Advisors bought 8 iShares Core S&P Total US Stock Market ETF shares in Q4 2024, an estimated $1.04K.
  • iShares Core S&P Total US Stock Market ETF made up 0.14% of Geller Advisors's portfolio in Q4 2024, its #38 holding.
  • Geller Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2023 and has held it in 7 quarters since.
  • 1,429 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2024.

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