Ownership history in Geometric Wealth Advisors · 13 quarters on record
This page tracks every 13F SEC filing in which Geometric Wealth Advisors reported a position in ISHARES TR (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 2,654 | -38 | -1.4% | 0.23% | $1.8M | $683.12 |
| 2025 Q3 | ADDED | 2,692 | +218 | +8.8% | 0.24% | $1.8M | $665.17 |
| 2025 Q2 | ADDED | 2,474 | +56 | +2.3% | 0.23% | $1.5M | $615.21 |
| 2025 Q1 | UNCHANGED | 2,418 | — | 0% | 0.23% | $1.4M | $555.02 |
| 2024 Q4 | ADDED | 2,418 | +100 | +4.3% | 0.26% | $1.4M | $579.67 |
| 2024 Q3 | ADDED | 2,318 | +445 | +23.8% | 0.25% | $1.3M | $566.00 |
| 2024 Q2 | UNCHANGED | 1,873 | — | 0% | 0.21% | $1.0M | $534.89 |
| 2024 Q1 | ADDED | 1,873 | +884 | +89.4% | 0.23% | $985K | $512.33 |
| 2023 Q4 | UNCHANGED | 989 | — | 0% | 0.13% | $472K | $463.98 |
| 2023 Q3 | REDUCED | 989 | -307 | -23.7% | 0.13% | $425K | $415.48 |
As of 2025 Q4 — sorted by position size