iShares S&P MidCap 400 Index shares owned by Goldstein Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Goldstein Advisors
from 13F filings
Historical chart of Goldstein Advisors investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Goldstein Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Goldstein Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.5M | 16k | 277.15 |
| 2023-09-30 | $4.2M | 17k | 249.35 |
| 2023-06-30 | $4.5M | 17k | 261.48 |
| 2023-03-31 | $4.3M | 17k | 250.16 |
| 2022-12-31 | $3.6M | 15k | 241.88 |