Geometric Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$752K	Hold
2025 Q1	$634K	Hold
2024 Q4	$694K	Hold
2024 Q3	$654K	Hold
2024 Q2	$632K	Buy
2022 Q1	–	Sell
2021 Q4	$223K	Buy