Geller Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Geller Advisors’s Portfolio IWO Stock Details IWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$17.1M	Buy
2024 Q3	$16.8M	Buy
2024 Q2	$15.5M	Buy
2024 Q1	$16M	Buy
2023 Q4	$14.8M	Buy
2023 Q3	$8.25M	Buy
2023 Q2	$8.33M	Buy
2023 Q1	$7.68M	Hold
2022 Q4	$7.26M	Buy