GA
Geller Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $226K | Hold |
701
| – | – | 0.01% | 237 |
|
|
2024
Q3 | $220K | Hold |
701
| – | – | 0.02% | 245 |
|
|
2024
Q2 | $209K | Hold |
701
| – | – | 0.02% | 257 |
|
|
2024
Q1 | $202K | Buy |
+701
| New | +$202K | 0.02% | 272 |
|
|
2017
Q3 | – | Sell |
-3,100
| Closed | -$419K | – | 36 |
|
|
2017
Q2 | $419K | Buy |
+3,100
| New | +$419K | 0.21% | 17 |
|