Ishares Tr shares owned by Elwood & Goetz Wealth Advisory Group
Quarter-by-quarter ownership of Ishares Tr (XVV) shares owned by Elwood & Goetz Wealth Advisory Group
from 13F filings
Historical chart of Elwood & Goetz Wealth Advisory Group investment in Ishares Tr
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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 |
|---|---|---|---|
| 2025-09-30 | $285k | 5.5k | 51.52 |
| 2025-06-30 | $284k | 5.9k | 47.69 |
| 2025-03-31 | $247k | 5.8k | 42.78 |
| 2024-12-31 | $275k | 6.1k | 45.30 |
| 2024-09-30 | $255k | 5.8k | 44.22 |
| 2024-06-30 | $243k | 5.8k | 42.05 |
| 2022-12-31 | $224k | 7.9k | 28.43 |
More positions owned by Elwood & Goetz Wealth Advisory Group
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