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iShares Russell 1000 Value Index shares owned by Elwood & Goetz Wealth Advisory Group

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Elwood & Goetz Wealth Advisory Group from 13F filings

Historical chart of Elwood & Goetz Wealth Advisory Group investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 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 Russell 1000 Value Index by Elwood & Goetz Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $241k 1.2k 203.59
2025-06-30 $230k 1.2k 194.23
2025-03-31 $223k 1.2k 188.16