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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
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)
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 Mid Core Index

UBS Group
Commonwealth Equity Services
Raymond James & Associates
Raymond James Financial Services Advisors
Matrix Trust
Steele Capital Management
Means Investment
Bank of America Corporation
Woodard & Co Asset Management Group
Wells Fargo & Company
Pacific Financial Group
Advisor Group Holdings
H D Vest Advisory Services
Sunburst Financial Group
Gladstone Institutional Advisory

View all funds holding iShares Morningstar Mid Core Index