GA
Geller Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $17.1M | Buy |
59,334
+214
| +0.4% | +$61.6K | 1.12% | 10 |
|
|
2024
Q3 | $16.8M | Buy |
59,120
+112
| +0.2% | +$31.8K | 1.16% | 10 |
|
|
2024
Q2 | $15.5M | Buy |
59,008
+84
| +0.1% | +$22.1K | 1.15% | 10 |
|
|
2024
Q1 | $16M | Buy |
58,924
+74
| +0.1% | +$20K | 1.29% | 10 |
|
|
2023
Q4 | $14.8M | Buy |
58,850
+22,118
| +60% | +$5.58M | 1.45% | 8 |
|
|
2023
Q3 | $8.25M | Buy |
36,732
+2,399
| +7% | +$539K | 0.96% | 10 |
|
|
2023
Q2 | $8.33M | Buy |
34,333
+467
| +1% | +$113K | 1.04% | 10 |
|
|
2023
Q1 | $7.68M | Hold |
33,866
| – | – | 1.13% | 10 |
|
|
2022
Q4 | $7.26M | Buy |
+33,866
| New | +$7.26M | 1.23% | 8 |
|