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iShares Dow Jones EPAC Sel Div Ind shares owned by Elwood & Goetz Wealth Advisory Group

Quarter-by-quarter ownership of iShares Dow Jones EPAC Sel Div Ind (IDV) shares owned by Elwood & Goetz Wealth Advisory Group from 13F filings

Historical chart of Elwood & Goetz Wealth Advisory Group investment in iShares Dow Jones EPAC Sel Div Ind

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones EPAC Sel Div Ind 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 Dow Jones EPAC Sel Div Ind by Elwood & Goetz Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $210k 4.9k 42.56

More positions owned by Elwood & Goetz Wealth Advisory Group

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Real Estate E (DFAR)
American Centy Etf Tr Avantis Us Small (AVSC)
Vanguard World Inf Tech Etf (VGT)
American Centy Etf Tr Avantis Us Mid C (AVMC)
Wisdomtree Tr Em Ex St-owned (XSOE)
Ishares Tr Ultra Short Dur (ICSH)
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)

View all positions for Elwood & Goetz Wealth Advisory Group

Top funds holding iShares Dow Jones EPAC Sel Div Ind

Bank of America Corporation
Gallagher Fiduciary Advisors
Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
Ameriprise Financial
Mercer Global Advisors
UBS Group
LPL Financial
Bank of New York Mellon
Royal Bank of Canada
Us Bancorp
Raymond James Financial
Cetera Investment Advisers
HighTower Advisors

View all funds holding iShares Dow Jones EPAC Sel Div Ind