Goldstein Munger & Associates’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Goldstein Munger & Associates’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$628K	Hold	14,320	–	–	0.21%	23
2022 Q2	$648K	Hold	14,320	–	–	0.2%	24
2022 Q1	$769K	Hold	14,320	–	–	0.2%	24
2021 Q4	$811K	Hold	14,320	–	–	0.2%	24
2021 Q3	$754K	Hold	14,320	–	–	0.2%	25
2021 Q2	$770K	Hold	14,320	–	–	0.2%	26
2021 Q1	$746K	Hold	14,320	–	–	0.21%	26
2020 Q4	$658K	Hold	14,320	–	–	0.19%	27
2020 Q3	$531K	Hold	14,320	–	–	0.18%	28
2020 Q2	$509K	Hold	14,320	–	–	0.19%	29
2020 Q1	$412K	Hold	14,320	–	–	0.2%	27
2019 Q4	$590K	Hold	14,320	–	–	0.24%	26
2019 Q3	$553K	Hold	14,320	–	–	0.24%	24
2019 Q2	$556K	Hold	14,320	–	–	0.24%	24
2019 Q1	$543K	Hold	14,320	–	–	0.24%	27
2018 Q4	$476K	Hold	14,320	–	–	0.23%	29
2018 Q3	$579K	Hold	14,320	–	–	0.25%	26
2018 Q2	$560K	Hold	14,320	–	–	0.24%	25
2018 Q1	$537K	Hold	14,320	–	–	0.23%	25
2017 Q4	$544K	Hold	14,320	–	–	0.23%	25
2017 Q3	$512K	Hold	14,320	–	–	0.23%	24
2017 Q2	$498K	Hold	14,320	–	–	0.23%	23
2017 Q1	$490K	Buy	+14,320	New	+$487K	0.22%	27

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldstein Munger & Associates's IJH Position: Q3 2022 in Review

Goldstein Munger & Associates held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2022 at 14,320 shares worth $628K. The position accounts for 0.21% of the portfolio, ranked #23.

Goldstein Munger & Associates first reported a position in IJH in Q1 2017 and has held it in 23 quarters since. The position peaked at $811K in Q4 2021. 1,768 funds tracked by Wall St. Rank hold IJH as of Q3 2022.

Goldstein Munger & Associates held 14,320 shares of iShares Core S&P Mid-Cap ETF worth $628K as of Q3 2022.
Goldstein Munger & Associates left its iShares Core S&P Mid-Cap ETF share count unchanged in Q3 2022.
iShares Core S&P Mid-Cap ETF made up 0.21% of Goldstein Munger & Associates's portfolio in Q3 2022, its #23 holding.
Goldstein Munger & Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2017 and has held it in 23 quarters since.
Goldstein Munger & Associates's iShares Core S&P Mid-Cap ETF position peaked at $811K in Q4 2021.
1,768 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2022.

Based on Goldstein Munger & Associates's 13F filing for Q3 2022, filed 8 Nov 2022.