Geller Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$603K	Hold	1,501	–	–	0.04%	111
2024 Q3	$563K	Hold	1,501	–	–	0.04%	122
2024 Q2	$547K	Hold	1,501	–	–	0.04%	129
2024 Q1	$506K	Hold	1,501	–	–	0.04%	139
2023 Q4	$455K	Hold	1,501	–	–	0.04%	140
2023 Q3	$400K	Hold	1,501	–	–	0.05%	152
2023 Q2	$413K	Buy	+1,501	New	+$413K	0.05%	149
2019 Q3	–	Sell	-2,000	Closed	-$315K	–	69
2019 Q2	$315K	Hold	2,000	–	–	0.12%	20
2019 Q1	$303K	Hold	2,000	–	–	0.12%	21
2018 Q4	$262K	Hold	2,000	–	–	0.12%	23
2018 Q3	$313K	Sell	2,000 -5,150	-72%	-$806K	0.19%	23
2018 Q2	$1.03M	Hold	7,150	–	–	0.45%	11
2018 Q1	$973K	Buy	+7,150	New	+$973K	0.47%	10