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
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All positions including iShares S&P 500 Index held by Geometric Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Geometric Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 2.7k | 669.30 |
| 2025-06-30 | $1.5M | 2.5k | 620.90 |
| 2025-03-31 | $1.4M | 2.4k | 561.90 |
| 2024-12-31 | $1.4M | 2.4k | 588.68 |
| 2024-09-30 | $1.3M | 2.3k | 576.82 |
| 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 |