GWA
Geometric Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$632K | 0.13% | 28 |
|
|
2022
Q1 | – | Sell |
-2,671
| Closed | -$223K | – | 35 |
|
|
2021
Q4 | $223K | Buy |
+2,671
| New | +$223K | 0.11% | 21 |
|