Geller Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $67.9M | Sell |
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|
2024
Q3 | $73.7M | Buy |
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|
2024
Q2 | $66.3M | Buy |
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|
2024
Q1 | $62M | Sell |
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|
2023
Q4 | $65.3M | Sell |
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|
2023
Q3 | $68.4M | Sell |
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|
2023
Q2 | $71.6M | Buy |
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|
2023
Q1 | $69.1M | Sell |
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|
2022
Q4 | $69.1M | Buy |
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|
2022
Q3 | $42.5M | Sell |
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|
2022
Q2 | $60.4M | Buy |
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