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

Geller Advisors’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$603K	Hold	6,004	–	–	0.04%	111
2024 Q3	$563K	Hold	6,004	–	–	0.04%	122
2024 Q2	$547K	Hold	6,004	–	–	0.04%	129
2024 Q1	$506K	Hold	6,004	–	–	0.04%	139
2023 Q4	$455K	Hold	6,004	–	–	0.04%	140
2023 Q3	$400K	Hold	6,004	–	–	0.05%	152
2023 Q2	$413K	Buy	+6,004	New	+$382K	0.05%	149
2019 Q3	–	Sell	-8,000	Closed	-$315K	–	71
2019 Q2	$315K	Hold	8,000	–	–	0.12%	20
2019 Q1	$303K	Hold	8,000	–	–	0.12%	21
2018 Q4	$262K	Hold	8,000	–	–	0.12%	23
2018 Q3	$313K	Sell	8,000 -20,600	-72%	-$780K	0.19%	23
2018 Q2	$1.03M	Hold	28,600	–	–	0.45%	11
2018 Q1	$973K	Buy	+28,600	New	+$1M	0.47%	10

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geller Advisors's IWF Position: Q4 2024 in Review

Geller Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q4 2024 at 6,004 shares worth $603K. The position accounts for 0.04% of the portfolio, ranked #111.

Geller Advisors first reported a position in IWF in Q1 2018 and has held it in 13 quarters since. The position peaked at $1.03M in Q2 2018. 2,303 funds tracked by Wall St. Rank hold IWF as of Q4 2024.

Geller Advisors held 6,004 shares of iShares Russell 1000 Growth ETF worth $603K as of Q4 2024.
Geller Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q4 2024.
iShares Russell 1000 Growth ETF made up 0.04% of Geller Advisors's portfolio in Q4 2024, its #111 holding.
Geller Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2018 and has held it in 13 quarters since.
Geller Advisors's iShares Russell 1000 Growth ETF position peaked at $1.03M in Q2 2018.
2,303 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2024.

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