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iShares S&P MidCap 400 Value Index shares owned by Goldstein Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Goldstein Advisors from 13F filings

Historical chart of Goldstein Advisors investment in iShares S&P MidCap 400 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Value 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 Value Index by Goldstein Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $423k 3.4k 123.62
2024-06-30 $388k 3.4k 113.46
2024-03-31 $405k 3.4k 118.29
2023-12-31 $390k 3.4k 114.04
2023-09-30 $345k 3.4k 100.93
2023-06-30 $366k 3.4k 107.13
2023-03-31 $349k 3.4k 102.77
2022-12-31 $241k 2.4k 100.96

More positions owned by Goldstein Advisors

Ishares Tr Core S&p Ttl Stk (ITOT)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
J P Morgan Exchange Traded F Active Growth (JGRO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Victory Portfolios Ii Core Intrmediate (UBND)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Pimco Etf Tr Active Bd Etf (BOND)
American Centy Etf Tr Diversified Mu (TAXF)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Core Msci Total (IXUS)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)

View all positions for Goldstein Advisors

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
Envestnet Asset Management
Pnc Financial Services
D.A. Davidson & Co.
Financial Engines Advisors L.L.C
Cullen Frost Bankers
Northern Trust
Raymond James & Associates
Evensky & Katz
LPL Financial
Northwestern Mutual Wealth Management Company
Midland Wealth Advisors
Royal Bank of Canada

View all funds holding iShares S&P MidCap 400 Value Index