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Geller Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Geller Advisors’s Portfolio IWN Stock Details IWN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$1.02M Buy
6,234
+436
+8% +$71.6K 0.07% 65
2024
Q3 		$967K Sell
5,798
-278
-5% -$46.4K 0.07% 74
2024
Q2 		$925K Buy
6,076
+4,757
+361% +$725K 0.07% 82
2024
Q1 		$210K Buy
+1,319
New +$210K 0.02% 265