iShares S&P 1500 Index Fund shares owned by Goldstein Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Goldstein Advisors
from 13F filings
Historical chart of Goldstein Advisors investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund 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 1500 Index Fund by Goldstein Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $92M | 630k | 145.65 |
| 2025-06-30 | $69M | 511k | 135.04 |
| 2025-03-31 | $92M | 757k | 122.01 |
| 2024-12-31 | $101M | 784k | 128.62 |
| 2024-09-30 | $106M | 840k | 125.62 |
| 2024-06-30 | $102M | 855k | 118.78 |
| 2024-03-31 | $96M | 830k | 115.30 |
| 2023-12-31 | $86M | 820k | 105.23 |
| 2023-09-30 | $76M | 809k | 94.19 |
| 2023-06-30 | $76M | 774k | 97.84 |
| 2023-03-31 | $72M | 800k | 90.55 |
| 2022-12-31 | $55M | 643k | 84.80 |