Geller Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.2M | Sell |
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|
2024
Q3 | $5.03M | Hold |
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|
2024
Q2 | $4.75M | Sell |
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|
2024
Q1 | $7.23M | Hold |
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|
2023
Q4 | $6.6M | Hold |
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|
2023
Q3 | $5.93M | Hold |
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|
2023
Q2 | $6.13M | Sell |
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|
2023
Q1 | $11.3M | Buy |
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|
2022
Q4 | $5.9M | Sell |
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|
2022
Q3 | $13.1M | Sell |
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|
2022
Q2 | $16.1M | Sell |
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|
2022
Q1 | $24.8M | Sell |
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|
2021
Q4 | $31.5M | Sell |
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|
2021
Q3 | $32.1M | Sell |
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|
2021
Q2 | $57.4M | Hold |
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|
2021
Q1 | $53.2M | Sell |
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|
2020
Q4 | $57M | Hold |
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|
2020
Q3 | $58.7M | Hold |
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|
2020
Q2 | $54M | Sell |
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|
2020
Q1 | $54M | Buy |
|