Gofen & Glossberg’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $537K | Buy |
2,553
+417
| +20% | +$88.3K | 0.01% | 331 |
|
|
2022
Q3 | $421K | Buy |
2,136
+156
| +8% | +$34.2K | 0.01% | 350 |
|
|
2022
Q2 | $411K | Hold |
1,980
| – | – | 0.01% | 354 |
|
|
2022
Q1 | $495K | Sell |
1,980
-32
| -2% | -$7.9K | 0.01% | 348 |
|
|
2021
Q4 | $532K | Sell |
2,012
-31
| -2% | -$7.98K | 0.01% | 345 |
|
|
2021
Q3 | $494K | Hold |
2,043
| – | – | 0.01% | 349 |
|
|
2021
Q2 | $495K | Hold |
2,043
| – | – | 0.01% | 339 |
|
|
2021
Q1 | $457K | Hold |
2,043
| – | – | 0.01% | 341 |
|
|
2020
Q4 | $433K | Hold |
2,043
| – | – | 0.01% | 328 |
|
|
2020
Q3 | $382K | Hold |
2,043
| – | – | 0.01% | 328 |
|
|
2020
Q2 | $351K | Buy |
+2,043
| New | +$331K | 0.01% | 328 |
|
|
2019
Q2 | – | Sell |
-1,331
| Closed | -$209K | – | 452 |
|
|
2019
Q1 | $209K | Buy |
+1,331
| New | +$201K | 0.01% | 409 |
|
|
2018
Q4 | – | Sell |
-1,331
| Closed | -$215K | – | 440 |
|
|
2018
Q3 | $215K | Sell |
1,331
-1,660
| -55% | -$263K | 0.01% | 423 |
|
|
2018
Q2 | $455K | Buy |
2,991
+60
| +2% | +$9.04K | 0.02% | 297 |
|
|
2018
Q1 | $430K | Sell |
2,931
-175
| -6% | -$26.6K | 0.02% | 309 |
|
|
2017
Q4 | $462K | Buy |
3,106
+450
| +17% | +$65.2K | 0.02% | 314 |
|
|
2017
Q3 | $372K | Sell |
2,656
-105
| -4% | -$14.4K | 0.01% | 345 |
|
|
2017
Q2 | $373K | Hold |
2,761
| – | – | 0.01% | 340 |
|
|
2017
Q1 | $362K | Sell |
2,761
-100
| -3% | -$12.9K | 0.01% | 337 |
|
|
2016
Q4 | $356K | Buy |
2,861
+416
| +17% | +$50.6K | 0.01% | 323 |
|
|
2016
Q3 | $295K | Sell |
2,445
-370
| -13% | -$44.5K | 0.01% | 354 |
|
|
2016
Q2 | $329K | Hold |
2,815
| – | – | 0.01% | 331 |
|
|
2016
Q1 | $321K | Hold |
2,815
| – | – | 0.01% | 335 |
|
|
2015
Q4 | $319K | Sell |
2,815
-600
| -18% | -$68.6K | 0.01% | 330 |
|
|
2015
Q3 | $366K | Hold |
3,415
| – | – | 0.02% | 306 |
|
|
2015
Q2 | $396K | Hold |
3,415
| – | – | 0.02% | 306 |
|
|
2015
Q1 | $396K | Hold |
3,415
| – | – | 0.02% | 312 |
|
|
2014
Q4 | $391K | Hold |
3,415
| – | – | 0.02% | 311 |
|
|
2014
Q3 | $375K | Buy |
3,415
+405
| +13% | +$44.8K | 0.02% | 308 |
|
|
2014
Q2 | $331K | Hold |
3,010
| – | – | 0.01% | 329 |
|
|
2014
Q1 | $315K | Sell |
3,010
-410
| -12% | -$42.2K | 0.01% | 332 |
|
|
2013
Q4 | $353K | Buy |
+3,420
| New | +$338K | 0.02% | 311 |
|
Other funds holding IWB
Gofen & Glossberg's IWB Position: Q4 2022 in Review
Gofen & Glossberg increased its iShares Russell 1000 ETF (IWB) stake by 20% in Q4 2022, buying an estimated $88.3K and bringing the position to 2,553 shares worth $537K. The position accounts for 0.01% of the portfolio, ranked #331.
Gofen & Glossberg first reported a position in IWB in Q4 2013 and has held it in 32 quarters since. 1,075 funds tracked by Wall St. Rank hold IWB as of Q4 2022.
- Gofen & Glossberg held 2,553 shares of iShares Russell 1000 ETF worth $537K as of Q4 2022.
- Gofen & Glossberg bought 417 iShares Russell 1000 ETF shares in Q4 2022, an estimated $88.3K.
- iShares Russell 1000 ETF made up 0.01% of Gofen & Glossberg's portfolio in Q4 2022, its #331 holding.
- Gofen & Glossberg first reported a position in iShares Russell 1000 ETF in Q4 2013 and has held it in 32 quarters since.
- 1,075 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2022.
Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.