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Ishares Tr shares owned by Goss Wealth Management

Quarter-by-quarter ownership of Ishares Tr (ISVL) 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
2024-06-30 $3.0M 87k 34.94
2024-03-31 $2.5M 70k 35.46

More positions owned by Goss Wealth Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Broadcom (AVGO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Goss Wealth Management

Top funds holding Ishares Tr

Municipal Employees' Retirement System of Michigan
Goss Wealth Management
Pensionmark Financial Group
Creative Planning
Glass Jacobson Investment Advisors
Cetera Investment Advisers
Wealth Enhancement Advisory Services
Flow Traders US
Valued Wealth Advisors
WMS Partners
Anchor Investment Management
Bank of America Corporation
Jpmorgan Chase & Co
Morgan Stanley

View all funds holding Ishares Tr