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iShares S&P 500 Index shares owned by Goldstein Advisors

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Goldstein Advisors from 13F filings

Historical chart of Goldstein Advisors investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 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 S&P 500 Index by Goldstein Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 2.4k 477.63
2023-09-30 $1.1M 2.5k 429.43
2023-06-30 $1.1M 2.5k 445.71
2023-03-31 $1.1M 2.6k 411.08
2022-12-31 $1.2M 3.0k 384.31

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 S&P 500 Index

Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index