iShares S&P 1500 Index Fund shares owned by Elwood & Goetz Wealth Advisory Group
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Elwood & Goetz Wealth Advisory Group
from 13F filings
Historical chart of Elwood & Goetz Wealth Advisory Group investment in iShares S&P 1500 Index Fund
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 1500 Index Fund held by Elwood & Goetz Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 1500 Index Fund by Elwood & Goetz Wealth Advisory Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $483k | 4.1k | 118.78 |
2024-03-31 | $469k | 4.1k | 115.30 |
2023-12-31 | $428k | 4.1k | 105.23 |
2023-09-30 | $383k | 4.1k | 94.19 |
2023-06-30 | $329k | 3.4k | 97.84 |
2023-03-31 | $305k | 3.4k | 90.55 |
2022-12-31 | $365k | 4.3k | 84.80 |
More positions owned by Elwood & Goetz Wealth Advisory Group
View all positions for Elwood & Goetz Wealth Advisory Group