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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$1.02M Buy
6,234
+436
+8% +$74.4K 0.07% 65
2024
Q3 		$967K Sell
5,798
-278
-5% -$45.2K 0.07% 74
2024
Q2 		$925K Buy
6,076
+4,757
+361% +$728K 0.07% 82
2024
Q1 		$210K Buy
+1,319
New +$200K 0.02% 265

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Geller Advisors's IWN Position: Q4 2024 in Review

Geller Advisors increased its iShares Russell 2000 Value ETF (IWN) stake by 7.5% in Q4 2024, buying an estimated $74.4K and bringing the position to 6,234 shares worth $1.02M. The position accounts for 0.07% of the portfolio, ranked #65.

Geller Advisors first reported a position in IWN in Q1 2024 and has held it in 4 quarters since. 1,057 funds tracked by Wall St. Rank hold IWN as of Q4 2024.

  • Geller Advisors held 6,234 shares of iShares Russell 2000 Value ETF worth $1.02M as of Q4 2024.
  • Geller Advisors bought 436 iShares Russell 2000 Value ETF shares in Q4 2024, an estimated $74.4K.
  • iShares Russell 2000 Value ETF made up 0.07% of Geller Advisors's portfolio in Q4 2024, its #65 holding.
  • Geller Advisors first reported a position in iShares Russell 2000 Value ETF in Q1 2024 and has held it in 4 quarters since.
  • 1,057 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2024.

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