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
2026 Q2	$940K	Hold	6,832	–	–	0.1%	33
2026 Q1	$773K	Hold	6,832	–	–	0.1%	36
2025 Q4	$842K	Hold	6,832	–	–	0.11%	32
2025 Q3	$825K	Hold	6,832	–	–	0.11%	32
2025 Q2	$752K	Hold	6,832	–	–	0.11%	31
2025 Q1	$634K	Hold	6,832	–	–	0.11%	33
2024 Q4	$694K	Hold	6,832	–	–	0.13%	32
2024 Q3	$654K	Hold	6,832	–	–	0.12%	33
2024 Q2	$632K	Buy	+6,832	New	+$589K	0.13%	28
2022 Q1	–	Sell	-2,671	Closed	-$223K	–	35
2021 Q4	$223K	Buy	+2,671	New	+$215K	0.11%	21

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Geometric Wealth Advisors's IVW Position: Q2 2026 in Review

Geometric Wealth Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 6,832 shares worth $940K. The position accounts for 0.1% of the portfolio, ranked #33.

Geometric Wealth Advisors first reported a position in IVW in Q4 2021 and has held it in 10 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Geometric Wealth Advisors held 6,832 shares of iShares S&P 500 Growth ETF worth $940K as of Q2 2026.
Geometric Wealth Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.1% of Geometric Wealth Advisors's portfolio in Q2 2026, its #33 holding.
Geometric Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 10 quarters since.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Geometric Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.