iShares S&P 1500 Index Fund shares owned by Geometric Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Geometric Wealth Advisors
from 13F filings
Historical chart of Geometric Wealth Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Geometric Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $724k | 4.9k | 148.68 |
| 2025-09-30 | $702k | 4.8k | 145.65 |
| 2025-06-30 | $651k | 4.8k | 135.04 |
| 2025-03-31 | $498k | 4.1k | 122.01 |
| 2024-12-31 | $525k | 4.1k | 128.61 |
| 2024-09-30 | $519k | 4.1k | 125.61 |
| 2024-03-31 | $448k | 3.9k | 115.30 |
| 2023-12-31 | $377k | 3.6k | 105.23 |
| 2023-09-30 | $371k | 3.9k | 94.19 |
| 2023-06-30 | $287k | 2.9k | 99.36 |
| 2023-03-31 | $217k | 2.4k | 90.69 |
| 2022-03-31 | $217k | 2.2k | 100.88 |
| 2021-12-31 | $230k | 2.2k | 106.93 |