iShares S&P 500 Index shares owned by Elwood & Goetz Wealth Advisory Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) 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 Index
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Quarterly reported holdings in iShares S&P 500 Index by Elwood & Goetz Wealth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 5.5k | 669.34 |
| 2025-06-30 | $2.8M | 4.6k | 620.94 |
| 2025-03-31 | $1.2M | 2.1k | 561.98 |
| 2024-12-31 | $1.3M | 2.2k | 588.76 |
| 2024-09-30 | $1.4M | 2.5k | 576.89 |
| 2024-06-30 | $1.4M | 2.5k | 547.30 |
| 2024-03-31 | $1.3M | 2.5k | 525.80 |
| 2023-12-31 | $1.5M | 3.1k | 477.68 |
| 2023-09-30 | $1.6M | 3.7k | 429.47 |
| 2023-06-30 | $1.6M | 3.5k | 445.75 |
| 2023-03-31 | $1.3M | 3.2k | 411.12 |
| 2022-12-31 | $814k | 2.1k | 384.27 |
| 2022-09-30 | $768k | 2.1k | 358.54 |
| 2022-06-30 | $738k | 1.9k | 379.04 |
| 2022-03-31 | $922k | 2.0k | 453.96 |
| 2021-12-31 | $966k | 2.0k | 477.27 |
| 2021-09-30 | $913k | 2.1k | 430.86 |
| 2021-06-30 | $912k | 2.1k | 430.19 |
| 2021-03-31 | $829k | 2.1k | 397.79 |
| 2020-12-31 | $786k | 2.1k | 375.36 |
| 2020-09-30 | $692k | 2.1k | 336.25 |
| 2020-06-30 | $563k | 1.8k | 309.68 |
| 2020-03-31 | $457k | 1.8k | 258.34 |
| 2019-12-31 | $1.0M | 3.1k | 323.36 |
| 2019-09-30 | $947k | 3.2k | 298.64 |
| 2019-06-30 | $489k | 1.7k | 294.76 |
| 2019-03-31 | $453k | 1.6k | 284.73 |
| 2018-12-31 | $419k | 1.7k | 251.35 |
More positions owned by Elwood & Goetz Wealth Advisory Group
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