GWA

Geometric Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$697K	Hold	3,565	–	–	0.1%	33
2025 Q1	$679K	Hold	3,565	–	–	0.12%	31
2024 Q4	$680K	Hold	3,565	–	–	0.12%	33
2024 Q3	$703K	Hold	3,565	–	–	0.13%	31
2024 Q2	$649K	Buy	+3,565	New	+$649K	0.13%	27