Geller Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $47.9M | Buy |
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|
2024
Q3 | $47.7M | Buy |
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|
2024
Q2 | $43.7M | Sell |
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|
2024
Q1 | $45.6M | Sell |
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|
2023
Q4 | $45.5M | Buy |
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|
2023
Q3 | $36.3M | Sell |
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|
2023
Q2 | $38.5M | Buy |
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|
2023
Q1 | $36.7M | Sell |
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|
2022
Q4 | $39.9M | Buy |
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|
2022
Q3 | $22.9M | Buy |
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|
2022
Q2 | $21.9M | Sell |
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|
2022
Q1 | $27.4M | Buy |
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|
2021
Q4 | $3.19M | Buy |
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|
2021
Q3 | $3.13M | Hold |
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|
2021
Q2 | $3.28M | Buy |
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|
2021
Q1 | $3.16M | Buy |
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|
2020
Q4 | $2.8M | Hold |
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|
2020
Q3 | $2.14M | Buy |
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|
2020
Q2 | $2.02M | Sell |
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|
2020
Q1 | $1.64M | Sell |
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|
2019
Q4 | $9.96M | Buy |
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|
2019
Q3 | $9.08M | Hold |
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|
2019
Q2 | $9.33M | Sell |
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|
2019
Q1 | $10.5M | Buy |
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|
2018
Q4 | $7.26M | Buy |
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|
2018
Q3 | $1.09M | Sell |
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|
2018
Q2 | $1.16M | Hold |
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|
2018
Q1 | $1.08M | Sell |
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|
2017
Q4 | $1.68M | Buy |
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|
2017
Q3 | $1.63M | Buy |
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|
2017
Q2 | $1.54M | Buy |
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|
2017
Q1 | $1.43M | Buy |
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|
2016
Q4 | $655K | Buy |
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|
2016
Q3 | $600K | Sell |
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|
2016
Q2 | $569K | Sell |
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|
2016
Q1 | $1.07M | Buy |
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|
2015
Q4 | $1.08M | Buy |
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|
2015
Q3 | $1.04M | Buy |
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|
2015
Q2 | $1.19M | Sell |
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|
2015
Q1 | $1.31M | Buy |
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|
2014
Q4 | $1.25M | Sell |
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|
2014
Q3 | $1.28M | Sell |
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|
2014
Q2 | $1.59M | Buy |
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|
2014
Q1 | $1.36M | Sell |
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|
2013
Q4 | $3.23M | Sell |
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|
2013
Q3 | $4.25M | Buy |
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|
2013
Q2 | $3.68M | Buy |
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