Ownership history in Goldstein Advisors, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which Goldstein Advisors, LLC reported a position in ISHARES TR (IXUS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 202,739 | -2,667 | -1.3% | 1.96% | $17.2M | $84.64 |
| 2025 Q3 | REDUCED | 205,406 | -7,730 | -3.6% | 2.06% | $17.0M | $81.06 |
| 2025 Q2 | ADDED | 213,136 | +2,469 | +1.2% | 2.21% | $16.5M | $75.88 |
| 2025 Q1 | REDUCED | 210,667 | -1,312 | -0.6% | 2.15% | $14.7M | $67.48 |
| 2024 Q4 | ADDED | 211,979 | +20,530 | +10.7% | 2.04% | $14.0M | $63.93 |
| 2024 Q3 | ADDED | 191,449 | +12,961 | +7.3% | 2.11% | $13.9M | $69.00 |
| 2024 Q2 | ADDED | 178,488 | +8,619 | +5.1% | 2.02% | $12.1M | $64.18 |
| 2024 Q1 | ADDED | 169,869 | +9,436 | +5.9% | 1.97% | $11.5M | $63.52 |
| 2023 Q4 | ADDED | 160,433 | +9,786 | +6.5% | 1.76% | $10.4M | $60.77 |
| 2023 Q3 | ADDED | 150,647 | +6,712 | +4.7% | 1.89% | $9.0M | $55.24 |
As of 2025 Q4 — sorted by position size