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iShares S&P 500 Value Index shares owned by Elwood & Goetz Wealth Advisory Group

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Elwood & Goetz Wealth Advisory Group from 13F filings

Historical chart of Elwood & Goetz Wealth Advisory Group investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index 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 500 Value Index by Elwood & Goetz Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $216k 1.0k 206.51

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 S&P 500 Value Index

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