GWA
Geometric Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
2,474
+56
| +2% | +$34.8K | 0.23% | 15 |
|
|
2025
Q1 | $1.36M | Hold |
2,418
| – | – | 0.23% | 15 |
|
|
2024
Q4 | $1.42M | Buy |
2,418
+100
| +4% | +$58.9K | 0.26% | 16 |
|
|
2024
Q3 | $1.34M | Buy |
2,318
+445
| +24% | +$257K | 0.25% | 15 |
|
|
2024
Q2 | $1.02M | Hold |
1,873
| – | – | 0.21% | 17 |
|
|
2024
Q1 | $985K | Buy |
1,873
+884
| +89% | +$465K | 0.23% | 12 |
|
|
2023
Q4 | $472K | Hold |
989
| – | – | 0.13% | 22 |
|
|
2023
Q3 | $425K | Sell |
989
-307
| -24% | -$132K | 0.13% | 20 |
|
|
2023
Q2 | $585K | Buy |
1,296
+307
| +31% | +$139K | 0.18% | 16 |
|
|
2023
Q1 | $410K | Sell |
989
-295
| -23% | -$122K | 0.14% | 20 |
|
|
2022
Q4 | $493K | Buy |
+1,284
| New | +$493K | 0.2% | 13 |
|