Ishares Morningstar shares owned by Goss Wealth Management
Quarter-by-quarter ownership of Ishares Morningstar (IYLD) shares owned by Goss Wealth Management
from 13F filings
Historical chart of Goss Wealth Management investment in Ishares Morningstar
Tip: Access up to 7 years of quarterly data
All positions including Ishares Morningstar held by Goss Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Morningstar by Goss Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $50k | 2.4k | 21.28 |
| 2025-06-30 | $58k | 2.8k | 20.75 |
| 2025-03-31 | $70k | 3.5k | 20.08 |
| 2024-12-31 | $38k | 2.0k | 19.48 |
| 2024-09-30 | $41k | 2.0k | 20.66 |
| 2024-06-30 | $25k | 1.3k | 19.85 |
| 2024-03-31 | $24k | 1.2k | 19.93 |
| 2023-09-30 | $31k | 1.6k | 19.04 |
| 2023-06-30 | $38k | 1.9k | 19.52 |
| 2023-03-31 | $38k | 2.0k | 19.25 |
| 2022-12-31 | $39 | 2.1k | 0.02 |