Ishares Tr msci usavalfct shares owned by Goldstein Advisors
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Goldstein Advisors
from 13F filings
Historical chart of Goldstein Advisors investment in Ishares Tr msci usavalfct
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr msci usavalfct held by Goldstein Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr msci usavalfct by Goldstein Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $370k | 3.0k | 125.05 |
| 2025-06-30 | $338k | 3.0k | 113.21 |
| 2025-03-31 | $319k | 3.0k | 106.65 |
| 2024-12-31 | $466k | 4.4k | 105.61 |
| 2024-09-30 | $481k | 4.4k | 109.04 |
| 2024-06-30 | $457k | 4.4k | 103.46 |
| 2024-03-31 | $466k | 4.3k | 108.31 |
| 2023-12-31 | $471k | 4.7k | 101.16 |
| 2023-09-30 | $417k | 4.6k | 90.72 |
| 2023-06-30 | $490k | 5.2k | 93.79 |
| 2023-03-31 | $521k | 5.6k | 92.59 |
| 2022-12-31 | $513k | 5.6k | 91.15 |