Geller Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Geller Advisors’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$226K	Hold
2024 Q3	$220K	Hold
2024 Q2	$209K	Hold
2024 Q1	$202K	Buy
2017 Q3	–	Sell
2017 Q2	$419K	Buy