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Ishares Tr shares owned by Elwood & Goetz Wealth Advisory Group

Quarter-by-quarter ownership of Ishares Tr (MAXJ) shares owned by Elwood & Goetz Wealth Advisory Group from 13F filings

Historical chart of Elwood & Goetz Wealth Advisory Group investment in Ishares Tr

Oct 62024Oct 20Nov 3Nov 17Dec 1Dec 15Dec 29303k303.5k304k304.5k11.647k11.6475k11.648k11.6485k11.649k
Value ($)Share countHistorical MAXJ position of Elwood & Goetz … Source: stockzoa.comValue ($)Share count

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All positions including Ishares Tr 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 Tr by Elwood & Goetz Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $304k 12k 26.14
2024-09-30 $303k 12k 25.99

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)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
American Centy Etf Tr Avantis Us Small (AVSC)
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)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Real Estate Etf (VNQ)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Elwood & Goetz Wealth Advisory Group

Top funds holding Ishares Tr

Amplius Wealth Advisors
Strategic Blueprint
BlackRock
Balboa Wealth Partners
J. L. Bainbridge & Co
Resources Investment Advisors
HighTower Advisors
Panoramic Investment Advisors
Snowden Capital Advisors
CRA Financial Services
Axxcess Wealth Management
Old Mission Capital
Susquehanna International
Middleton & Company
Citadel Advisors

View all funds holding Ishares Tr