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Ishares Tr cmn shares owned by Sheets Smith Wealth Management

Quarter-by-quarter ownership of Ishares Tr cmn (GOVT) shares owned by Sheets Smith Wealth Management from 13F filings

Historical chart of Sheets Smith Wealth Management investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr cmn by Sheets Smith Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $122k 5.6k 22.04
2022-09-30 $263k 12k 22.79
2020-06-30 $274k 9.8k 28.03

More positions owned by Sheets Smith Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl C (GOOG)
Coca-Cola Company (KO)
Amazon (AMZN)
Visa Com Cl A (V)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Tractor Supply Company (TSCO)
Apple (AAPL)
Ecolab (ECL)
Copart (CPRT)
TJX Companies (TJX)

View all positions for Sheets Smith Wealth Management

Top funds holding Ishares Tr cmn

LPL Financial
Envestnet Asset Management
Jump Financial
Branch Banking & Trust Company
Pnc Financial Services
Jpmorgan Chase & Co
Tiaa Trust, National Association
Wealth Enhancement Advisory Services
Assetmark
Hanson McClain Advisors
Jordan Park Group
Charles Schwab Investment Management
Fund Evaluation Group
BlackRock
Morningstar Investment Management

View all funds holding Ishares Tr cmn