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Geller Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Geller Advisors’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$2.2M Sell
6,580
-8,805
-57% -$2.96M 0.14% 37
2024
Q3 		$5.03M Hold
15,385
– – 0.35% 19
2024
Q2 		$4.75M Sell
15,385
-8,710
-36% -$2.6M 0.35% 20
2024
Q1 		$7.23M Hold
24,095
– – 0.59% 16
2023
Q4 		$6.6M Hold
24,095
– – 0.64% 13
2023
Q3 		$5.93M Hold
24,095
– – 0.69% 12
2023
Q2 		$6.13M Sell
24,095
-24,095
-50% -$5.79M 0.76% 11
2023
Q1 		$11.3M Buy
48,190
+21,457
+80% +$4.95M 1.67% 7
2022
Q4 		$5.9M Sell
26,733
-36,370
-58% -$8.08M 1% 9
2022
Q3 		$13.1M Sell
63,103
-11,073
-15% -$2.55M 2.84% 6
2022
Q2 		$16.1M Sell
74,176
-20,462
-22% -$4.85M 3.36% 5
2022
Q1 		$24.8M Sell
94,638
-19,030
-17% -$4.93M 4.62% 4
2021
Q4 		$31.5M Sell
113,668
-12,445
-10% -$3.37M 6.15% 3
2021
Q3 		$32.1M Sell
126,113
-98,310
-44% -$25.7M 7.01% 3
2021
Q2 		$57.4M Hold
224,423
– – 12.44% 3
2021
Q1 		$53.2M Sell
224,423
-75,323
-25% -$17.5M 12.55% 3
2020
Q4 		$57M Hold
299,746
– – 14.33% 3
2020
Q3 		$58.7M Hold
299,746
– – 16.73% 3
2020
Q2 		$54M Sell
299,746
-64,036
-18% -$10.9M 16.35% 3
2020
Q1 		$54M Buy
+363,782
New +$64.7M 15.51% 3

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Geller Advisors's IWV Position: Q4 2024 in Review

Geller Advisors reduced its iShares Russell 3000 ETF (IWV) stake by 57% in Q4 2024, selling an estimated $2.96M and leaving 6,580 shares worth $2.2M. The position accounts for 0.14% of the portfolio, ranked #37.

Geller Advisors first reported a position in IWV in Q1 2020 and has held it in 20 quarters since. The position peaked at $58.7M in Q3 2020. 850 funds tracked by Wall St. Rank hold IWV as of Q4 2024.

  • Geller Advisors held 6,580 shares of iShares Russell 3000 ETF worth $2.2M as of Q4 2024.
  • Geller Advisors sold 8,805 iShares Russell 3000 ETF shares in Q4 2024, an estimated $2.96M.
  • iShares Russell 3000 ETF made up 0.14% of Geller Advisors's portfolio in Q4 2024, its #37 holding.
  • Geller Advisors first reported a position in iShares Russell 3000 ETF in Q1 2020 and has held it in 20 quarters since.
  • Geller Advisors's iShares Russell 3000 ETF position peaked at $58.7M in Q3 2020.
  • 850 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2024.

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