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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
59,334
+214
+0.4% +$63.3K 1.12% 10
2024
Q3 		$16.8M Buy
59,120
+112
+0.2% +$30.7K 1.16% 10
2024
Q2 		$15.5M Buy
59,008
+84
+0.1% +$21.8K 1.15% 10
2024
Q1 		$16M Buy
58,924
+74
+0.1% +$18.9K 1.29% 10
2023
Q4 		$14.8M Buy
58,850
+22,118
+60% +$4.99M 1.45% 8
2023
Q3 		$8.25M Buy
36,732
+2,399
+7% +$574K 0.96% 10
2023
Q2 		$8.33M Buy
34,333
+467
+1% +$107K 1.04% 10
2023
Q1 		$7.68M Hold
33,866
– – 1.13% 10
2022
Q4 		$7.26M Buy
+33,866
New +$7.42M 1.23% 8

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Geller Advisors's IWO Position: Q4 2024 in Review

Geller Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.36% in Q4 2024, buying an estimated $63.3K and bringing the position to 59,334 shares worth $17.1M. The position accounts for 1.12% of the portfolio, ranked #10.

Geller Advisors first reported a position in IWO in Q4 2022 and has held it in 9 quarters since. 1,051 funds tracked by Wall St. Rank hold IWO as of Q4 2024.

  • Geller Advisors held 59,334 shares of iShares Russell 2000 Growth ETF worth $17.1M as of Q4 2024.
  • Geller Advisors bought 214 iShares Russell 2000 Growth ETF shares in Q4 2024, an estimated $63.3K.
  • iShares Russell 2000 Growth ETF made up 1.12% of Geller Advisors's portfolio in Q4 2024, its #10 holding.
  • Geller Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 9 quarters since.
  • 1,051 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2024.

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