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

Geller Advisors’s Portfolio IWN Stock Details IWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$1.02M	Buy
2024 Q3	$967K	Sell
2024 Q2	$925K	Buy
2024 Q1	$210K	Buy