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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

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Quarterly reported holdings in iShares Morningstar Large Growth by Goldstein Advisors

Quarter filed Position value Share count Share price at filing
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)
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 Large Growth

Wells Fargo & Company
Financial Advisory Service
Bank of America Corporation
Atlantic Trust
Commonwealth Equity Services
H D Vest Advisory Services
UBS Group
Jpmorgan Chase & Co
Advisor Group Holdings
Raymond James Financial Services Advisors
Rockefeller Capital Management
Kiley Juergens Wealth Management
Sanctuary Wealth Management
CI Private Wealth
Cornerstone Wealth Management

View all funds holding iShares Morningstar Large Growth