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Ishares Tr cmn shares owned by Carolinas Wealth Consulting

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

Historical chart of Carolinas Wealth Consulting investment in Ishares Tr cmn

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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 $486k 5.0k 97.14
2023-06-30 $508k 5.2k 97.60
2023-03-31 $688k 6.9k 99.23
2022-12-31 $4.1M 42k 96.96
2022-09-30 $4.2M 44k 96.11
2022-06-30 $2.1M 21k 101.42
2022-03-31 $235k 2.2k 104.86

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

Norden Group
Betterment
Bank of America Corporation
Financial Gravity Wealth
Comprehensive Portfolio Management
Modera Wealth Management
AlTi Global
Wealthcare Advisory Partners
Partners Capital Investment Group
Financeware
3EDGE Asset Management
Wells Fargo & Company
O'shaughnessy Asset Management
Haverford Trust Company
Keating Investment Counselors

View all funds holding Ishares Tr cmn