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Ishares Tr fund shares owned by Goss Wealth Management

Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by Goss Wealth Management from 13F filings

Historical chart of Goss Wealth Management investment in Ishares Tr fund

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr fund held by Goss Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr fund by Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $997k 21k 48.13
2025-06-30 $531k 11k 47.67
2025-03-31 $503k 11k 47.36
2024-12-31 $390k 8.4k 46.62
2022-12-31 $7.0k 152 45.97

More positions owned by Goss Wealth Management

Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares Core MF Closed and MF Open (IVV)
SPDR S&P MF Closed and MF Open (SPY)
Vanguard S&p MF Closed and MF Open (VOO)
Broadcom Common Stock (AVGO)
Amazon Common Stock (AMZN)
Jpmorgan Chase Common Stock (JPM)
Ishares U S MF Closed and MF Open (DYNF)
Ishares Msci MF Closed and MF Open (QUAL)
Ishares S&p MF Closed and MF Open (IVW)
Vanguard Value MF Closed and MF Open (VTV)
Vanguard Growth MF Closed and MF Open (VUG)
Meta Platforms Common Stock (META)

View all positions for Goss Wealth Management

Top funds holding Ishares Tr fund

Betterment
Empower Advisory Group
Mercer Global Advisors
Francis Financial
Royal Bank of Canada
Creative Planning
LPL Financial
Impact Investors
Envestnet Asset Management
Seeds Investor
Bank of New York Mellon
Jane Street
UBS Group
Assetmark
Laurel Wealth Planning

View all funds holding Ishares Tr fund