Elwood & Goetz Wealth Advisory Group »

iShares Dow Jones US Consumer Goods shares owned by Elwood & Goetz Wealth Advisory Group

Quarter-by-quarter ownership of iShares Dow Jones US Consumer Goods (IYK) shares owned by Elwood & Goetz Wealth Advisory Group from 13F filings

Historical chart of Elwood & Goetz Wealth Advisory Group investment in iShares Dow Jones US Consumer Goods

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Consumer Goods held by Elwood & Goetz Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Dow Jones US Consumer Goods by Elwood & Goetz Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $303k 4.5k 67.63
2023-12-31 $477k 2.5k 191.71
2023-09-30 $464k 2.5k 186.51

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)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
American Centy Etf Tr Avantis Us Small (AVSC)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Em Ex St-owned (XSOE)
Vanguard World Consum Stp Etf (VDC)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Elwood & Goetz Wealth Advisory Group

Top funds holding iShares Dow Jones US Consumer Goods

Green Harvest Asset Management
Morgan Stanley
LPL Financial
Bank of America Corporation
Northwestern Mutual Wealth Management Company
UBS Group
Ameriprise Financial
Wells Fargo & Company
Cambridge Investment Research Advisors
Goldman Sachs Group
Commonwealth Equity Services
Bellwether Advisors
Advisor Group Holdings
Cetera Investment Advisers
49 Wealth Management

View all funds holding iShares Dow Jones US Consumer Goods