Geometric Wealth Advisors »

iShares S&P 500 Index shares owned by Geometric Wealth Advisors

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Geometric Wealth Advisors from 13F filings

Historical chart of Geometric Wealth Advisors investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Geometric Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Geometric Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $985k 1.9k 525.73
2023-12-31 $472k 989 477.63
2023-09-30 $425k 989 429.43
2023-06-30 $585k 1.3k 451.65
2023-03-31 $410k 989 414.23
2022-12-31 $493k 1.3k 384.21

More positions owned by Geometric Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Inflation Prote (DFIP)
American Centy Etf Tr Us Eqt Etf (AVUS)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Eaton Corp SHS (ETN)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for Geometric Wealth Advisors

Top funds holding iShares S&P 500 Index

BlackRock
Jpmorgan Chase & Co
Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Millennium Management
LPL Financial
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Branch Banking & Trust Company

View all funds holding iShares S&P 500 Index