Goldstein Advisors »

iShares Morningstar Large Growth shares owned by Goldstein Advisors

Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by Goldstein Advisors from 13F filings

Historical chart of Goldstein Advisors investment in iShares Morningstar Large Growth

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Large Growth by Goldstein Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $865k 9.7k 89.60
2024-09-30 $822k 9.8k 84.04
2024-06-30 $796k 9.8k 81.41
2024-03-31 $738k 9.8k 75.48
2023-12-31 $691k 10k 67.82
2023-09-30 $608k 10k 59.65
2023-06-30 $635k 10k 62.34
2023-03-31 $541k 9.8k 55.36
2022-12-31 $473k 9.7k 48.64

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)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Victory Portfolios Ii Core Intrmediate (UBND)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
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 Morningstar Large Growth

Equitable Holdings
Morgan Stanley
LPL Financial
Wells Fargo & Company
Financial Advisory Service
Bank of America Corporation
Atlantic Trust
Commonwealth Equity Services
H D Vest Advisory Services
Ameriprise Financial
UBS Group
Jpmorgan Chase & Co
Raymond James Financial
Mml Investors Services
Envestnet Asset Management

View all funds holding iShares Morningstar Large Growth