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Geller Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Geller Advisors’s Portfolio IWR Stock Details IWR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,078
Closed -$223K – 36
2018
Q1 		$223K Hold
1,078
– – 0.11% 27
2017
Q4 		$224K Hold
1,078
– – 0.11% 28
2017
Q3 		$213K Hold
1,078
– – 0.1% 27
2017
Q2 		$207K Buy
+1,078
New +$207K 0.11% 26