iShares Russell 2000 Index shares owned by Goldstein Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Goldstein Advisors
from 13F filings
Historical chart of Goldstein Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Goldstein Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $634k | 2.6k | 241.96 |
| 2025-06-30 | $740k | 3.4k | 215.79 |
| 2025-03-31 | $590k | 3.0k | 199.49 |
| 2024-12-31 | $653k | 3.0k | 220.96 |
| 2024-09-30 | $674k | 3.1k | 220.89 |
| 2024-06-30 | $619k | 3.1k | 202.89 |
| 2024-03-31 | $642k | 3.1k | 210.30 |
| 2023-12-31 | $552k | 2.8k | 200.71 |
| 2023-09-30 | $232k | 1.3k | 176.74 |