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Ishares Tr shares owned by Elwood & Goetz Wealth Advisory Group

Quarter-by-quarter ownership of Ishares Tr (DMAX) shares owned by Elwood & Goetz Wealth Advisory Group from 13F filings

Historical chart of Elwood & Goetz Wealth Advisory Group investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Elwood & Goetz Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Elwood & Goetz Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $686k 26k 26.42
2025-06-30 $689k 27k 25.80

More positions owned by Elwood & Goetz Wealth Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Real Estate E (DFAR)
Vanguard World Inf Tech Etf (VGT)
American Centy Etf Tr Avantis Us Small (AVSC)
American Centy Etf Tr Avantis Us Mid C (AVMC)
Wisdomtree Tr Em Ex St-owned (XSOE)
Vanguard Index Fds Total Stk Mkt (VTI)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Elwood & Goetz Wealth Advisory Group

Top funds holding Ishares Tr

Strategic Blueprint
Crown Wealth Group
BlackRock
FC Advisory
Grantvest Financial Group
KM Capital Management
Blue Sky Capital Consultants Group
Envestnet Asset Management
Crewe Advisors
Amplius Wealth Advisors
Elwood & Goetz Wealth Advisory Group
Cetera Investment Advisers
Creative Planning
Susquehanna International
Crosspoint Financial

View all funds holding Ishares Tr