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iShares Morningstar Small Core Idx shares owned by Goldstein Advisors

Quarter-by-quarter ownership of iShares Morningstar Small Core Idx (ISCB) shares owned by Goldstein Advisors from 13F filings

Historical chart of Goldstein Advisors investment in iShares Morningstar Small Core Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Core Idx held by Goldstein Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Small Core Idx by Goldstein Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.2M 40k 53.61
2023-09-30 $1.9M 41k 47.08
2023-06-30 $2.1M 42k 49.72
2023-03-31 $1.9M 41k 47.40
2022-12-31 $1.9M 41k 45.61

More positions owned by Goldstein Advisors

Ishares Tr Core S&p Ttl Stk (ITOT)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Victory Portfolios Ii Core Intermediat (UITB)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Pimco Etf Tr Active Bd Etf (BOND)
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)
J P Morgan Exchange Traded F Equity Premium (JEPI)
American Centy Etf Tr Diversified Mu (TAXF)
J P Morgan Exchange Traded F Active Growth (JGRO)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core Msci Total (IXUS)

View all positions for Goldstein Advisors

Top funds holding iShares Morningstar Small Core Idx

H D Vest Advisory Services
Atria Wealth Solutions
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
Gladstone Institutional Advisory
Goldstein Advisors
Commonwealth Equity Services
Brand Asset Management Group
Advisor Group Holdings
UBS Group
Rockefeller Capital Management
HighTower Advisors
Rsm Us Wealth Management
Mercer Global Advisors

View all funds holding iShares Morningstar Small Core Idx