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Ishares Tr cmn shares owned by Strategic Wealth Management Group

Quarter-by-quarter ownership of Ishares Tr cmn (GOVT) shares owned by Strategic Wealth Management Group from 13F filings

Historical chart of Strategic Wealth Management Group investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by Strategic Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by Strategic Wealth Management Group

Quarter filed Position value Share count Share price at filing
2021-06-30 $785k 30k 26.60
2021-03-31 $773k 30k 26.19
2020-12-31 $1.0M 38k 27.25
2020-09-30 $1.1M 38k 27.96

More positions owned by Strategic Wealth Management Group

Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard World Fds Consum Stp Etf (VDC)
Apple (AAPL)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Ishares Tr Msci Usa Multift (LRGF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Chesapeake Utilities Corporation (CPK)
Invesco Exch Trd Slf Idx Bulshs 2021 Hy
Facebook Cl A (META)
T. Rowe Price (TROW)

View all positions for Strategic Wealth Management Group

Top funds holding Ishares Tr cmn

Bank of America Corporation
LPL Financial
FMR
Branch Banking & Trust Company
Envestnet Asset Management
Hanson McClain Advisors
Pnc Financial Services
Morgan Stanley
Assetmark
Charles Schwab Investment Management
BlackRock
Fund Evaluation Group
Peavine Capital Management
Prime Capital Investment Advisors
Mutual Advisors

View all funds holding Ishares Tr cmn