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Ishares Tr shares owned by Goss Wealth Management

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

Historical chart of Goss Wealth Management investment in Ishares Tr

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All positions including Ishares Tr 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 by Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $657k 22k 29.86
2025-09-30 $360k 12k 30.37
2025-06-30 $349k 11k 30.61
2025-03-31 $321k 10k 31.45
2024-12-31 $307k 9.7k 31.77

More positions owned by Goss Wealth Management

Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
Nvidia Corp Common Stock (NVDA)
Ishares Core MF Closed and MF Open (IVV)
Amazon Common Stock (AMZN)
Jpmorgan Chase Common Stock (JPM)
Alphabet Common Stock (GOOGL)
Broadcom Common Stock (AVGO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
SPDR S&P MF Closed and MF Open (SPY)
Walmart Common Stock (WMT)
Berkshire Hathaway Common Stock (BRK.B)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Meta Platforms Common Stock (META)
Visa Common Stock (V)

View all positions for Goss Wealth Management

Top funds holding Ishares Tr

Envestnet Asset Management
LPL Financial
Hennion & Walsh Asset Management
Cetera Investment Advisers
Pnc Financial Services
Assetmark
Commonwealth Equity Services
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Mml Investors Services
Kelly Financial Services
Diversify Advisory Services
JB Capital
Park Avenue Securities
RiverFront Investment Group

View all funds holding Ishares Tr