iShares S&P 500 Growth Index shares owned by Goldstein Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Goldstein Advisors
from 13F filings
Historical chart of Goldstein Advisors investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth 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 Growth Index by Goldstein Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $536k | 5.6k | 95.75 |
| 2024-06-30 | $514k | 5.6k | 92.54 |
| 2024-03-31 | $444k | 5.3k | 84.44 |
| 2023-12-31 | $399k | 5.3k | 75.10 |
| 2023-09-30 | $376k | 5.5k | 68.42 |
| 2023-06-30 | $387k | 5.5k | 70.48 |
| 2023-03-31 | $351k | 5.5k | 63.89 |
| 2022-12-31 | $338k | 5.8k | 58.57 |