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iShares S&P SmallCap 600 Index shares owned by Goldstein Advisors

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Goldstein Advisors from 13F filings

Historical chart of Goldstein Advisors investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 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 SmallCap 600 Index by Goldstein Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 14k 108.25
2023-09-30 $1.4M 15k 94.33
2023-06-30 $1.6M 16k 99.65
2023-03-31 $1.2M 13k 96.70
2022-12-31 $1.3M 13k 94.61