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iShares Morningstar Mid Core Index shares owned by Goldstein Advisors

Quarter-by-quarter ownership of iShares Morningstar Mid Core Index (IMCB) shares owned by Goldstein Advisors from 13F filings

Historical chart of Goldstein Advisors investment in iShares Morningstar Mid Core Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Mid Core 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 Morningstar Mid Core Index by Goldstein Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.9M 38k 76.15
2024-09-30 $2.9M 38k 76.02
2024-06-30 $2.7M 38k 70.09
2024-03-31 $2.8M 38k 72.83
2023-12-31 $2.6M 38k 67.13
2023-09-30 $2.4M 39k 59.73
2023-06-30 $2.5M 40k 63.29
2023-03-31 $2.4M 40k 60.64
2022-12-31 $2.3M 40k 58.67

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 Mid Core Index

UBS Group
Morgan Stanley
LPL Financial
Commonwealth Equity Services
Raymond James Financial
Raymond James & Associates
Cetera Investment Advisers
Steele Capital Management
Matrix Trust
Means Investment
Raymond James Financial Services Advisors
Mml Investors Services
Ameriprise Financial
Bank of America Corporation
Wells Fargo & Company

View all funds holding iShares Morningstar Mid Core Index