Ishares Tr usa min vo shares owned by Goldstein Advisors
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Goldstein Advisors
from 13F filings
Historical chart of Goldstein Advisors investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Goldstein Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 12k | 95.14 |
| 2025-06-30 | $1.1M | 12k | 93.87 |
| 2025-03-31 | $1.0M | 11k | 93.66 |
| 2024-12-31 | $982k | 11k | 88.79 |
| 2024-09-30 | $1.0M | 11k | 91.31 |
| 2024-06-30 | $974k | 12k | 83.96 |
| 2024-03-31 | $1.0M | 12k | 83.58 |
| 2023-12-31 | $985k | 13k | 78.03 |
| 2023-09-30 | $897k | 12k | 72.38 |
| 2023-06-30 | $921k | 12k | 74.33 |
| 2023-03-31 | $901k | 12k | 72.74 |
| 2022-12-31 | $893k | 12k | 72.11 |