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

Geometric Wealth Advisors’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$697K	Hold
2025 Q1	$679K	Hold
2024 Q4	$680K	Hold
2024 Q3	$703K	Hold
2024 Q2	$649K	Buy