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Ishares Tr cmn shares owned by Carolinas Wealth Consulting

Quarter-by-quarter ownership of Ishares Tr cmn (GOVT) shares owned by Carolinas Wealth Consulting from 13F filings

Historical chart of Carolinas Wealth Consulting investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by Carolinas Wealth Consulting consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by Carolinas Wealth Consulting

Quarter filed Position value Share count Share price at filing
2023-09-30 $228k 11k 21.73
2023-06-30 $342k 15k 22.90
2023-03-31 $346k 15k 23.38
2022-12-31 $335k 15k 22.72
2022-09-30 $333k 15k 22.73
2021-12-31 $11k 396 27.78

More positions owned by Carolinas Wealth Consulting

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Rus 2000 Val Etf (IWN)
Berkshire Hathaway Inc Del Cl A (BRK.A)

View all positions for Carolinas Wealth Consulting

Top funds holding Ishares Tr cmn

Bank of America Corporation
Branch Banking & Trust Company
Hanson McClain Advisors
Pnc Financial Services
Assetmark
Charles Schwab Investment Management
Goldman Sachs Group
Fund Evaluation Group
Peavine Capital Management
Jpmorgan Chase & Co
Prime Capital Investment Advisors
United Capital Financial Advisers
Mutual Advisors
UBS Group
Nationwide Fund Advisors

View all funds holding Ishares Tr cmn