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Ishares Tr shares owned by Goss Wealth Management

Quarter-by-quarter ownership of Ishares Tr (SVAL) 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 $1.8k 53 34.32
2025-09-30 $1.8k 53 33.51

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

Tocqueville Asset Management
Raymond James Financial
LPL Financial
Citadel Advisors
Prepared Retirement Institute
Susquehanna International
Mariner Wealth Advisors
Global Assets Advisory
Royal Bank of Canada
Well Done
NovaPoint Capital
CLS Investments
Commonwealth Equity Services
Goldman Sachs Group
Two Sigma Investments

View all funds holding Ishares Tr