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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
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 +$192K 0.02% 272
2017
Q3 		– Sell
-3,100
Closed -$419K – 36
2017
Q2 		$419K Buy
+3,100
New +$414K 0.21% 17

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geller Advisors's IWB Position: Q4 2024 in Review

Geller Advisors held its iShares Russell 1000 ETF (IWB) position steady in Q4 2024 at 701 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #237.

Geller Advisors first reported a position in IWB in Q2 2017 and has held it in 5 quarters since. The position peaked at $419K in Q2 2017. 1,356 funds tracked by Wall St. Rank hold IWB as of Q4 2024.

  • Geller Advisors held 701 shares of iShares Russell 1000 ETF worth $226K as of Q4 2024.
  • Geller Advisors left its iShares Russell 1000 ETF share count unchanged in Q4 2024.
  • iShares Russell 1000 ETF made up 0.01% of Geller Advisors's portfolio in Q4 2024, its #237 holding.
  • Geller Advisors first reported a position in iShares Russell 1000 ETF in Q2 2017 and has held it in 5 quarters since.
  • Geller Advisors's iShares Russell 1000 ETF position peaked at $419K in Q2 2017.
  • 1,356 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2024.

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