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

Geller Advisors’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-4,312	Closed	-$223K	–	36
2018 Q1	$223K	Hold	4,312	–	–	0.11%	27
2017 Q4	$224K	Hold	4,312	–	–	0.11%	28
2017 Q3	$213K	Hold	4,312	–	–	0.1%	27
2017 Q2	$207K	Buy	+4,312	New	+$204K	0.11%	26

Other funds holding IWR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Geller Advisors's IWR Position: Q2 2018 in Review

Geller Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2018, closing a stake of 4,312 shares — an estimated $223K sold.

Geller Advisors first reported a position in IWR in Q2 2017 and held it in 4 quarters. The position peaked at $224K in Q4 2017. 670 funds tracked by Wall St. Rank hold IWR as of Q2 2018.

Geller Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2018 after selling out during the quarter.
Geller Advisors sold 4,312 iShares Russell Mid-Cap ETF shares in Q2 2018, an estimated $223K.
Geller Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2017 and held it in 4 quarters.
Geller Advisors's iShares Russell Mid-Cap ETF position peaked at $224K in Q4 2017.
670 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2018.

Based on Geller Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.