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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

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Quarterly 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