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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$632K	Hold	7,247	–	–	0.21%	22
2022 Q2	$670K	Buy	7,247 +11	+0.2%	+$1.09K	0.2%	22
2022 Q1	$781K	Hold	7,236	–	–	0.2%	23
2021 Q4	$829K	Buy	7,236 +130	+2%	+$14.8K	0.21%	23
2021 Q3	$776K	Hold	7,106	–	–	0.21%	23
2021 Q2	$803K	Hold	7,106	–	–	0.21%	24
2021 Q1	$771K	Hold	7,106	–	–	0.22%	24
2020 Q4	$653K	Hold	7,106	–	–	0.19%	28
2020 Q3	$499K	Hold	7,106	–	–	0.17%	31
2020 Q2	$485K	Hold	7,106	–	–	0.18%	32
2020 Q1	$399K	Hold	7,106	–	–	0.2%	28
2019 Q4	$596K	Hold	7,106	–	–	0.24%	24
2019 Q3	$553K	Hold	7,106	–	–	0.24%	25
2019 Q2	$556K	Hold	7,106	–	–	0.24%	25
2019 Q1	$548K	Hold	7,106	–	–	0.24%	26
2018 Q4	$493K	Hold	7,106	–	–	0.24%	27
2018 Q3	$622K	Hold	7,106	–	–	0.26%	23
2018 Q2	$595K	Hold	7,106	–	–	0.25%	24
2018 Q1	$547K	Hold	7,106	–	–	0.24%	24
2017 Q4	$546K	Hold	7,106	–	–	0.23%	24
2017 Q3	$527K	Hold	7,106	–	–	0.24%	23
2017 Q2	$498K	Hold	7,106	–	–	0.23%	24
2017 Q1	$491K	Buy	+7,106	New	+$490K	0.22%	26

Other funds holding IJR

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

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

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

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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Goldstein Munger & Associates held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q3 2022 at 7,247 shares worth $632K. The position accounts for 0.21% of the portfolio, ranked #22.

Goldstein Munger & Associates first reported a position in IJR in Q1 2017 and has held it in 23 quarters since. The position peaked at $829K in Q4 2021. 1,949 funds tracked by Wall St. Rank hold IJR as of Q3 2022.

Goldstein Munger & Associates held 7,247 shares of iShares Core S&P Small-Cap ETF worth $632K as of Q3 2022.
Goldstein Munger & Associates left its iShares Core S&P Small-Cap ETF share count unchanged in Q3 2022.
iShares Core S&P Small-Cap ETF made up 0.21% of Goldstein Munger & Associates's portfolio in Q3 2022, its #22 holding.
Goldstein Munger & Associates first reported a position in iShares Core S&P Small-Cap ETF in Q1 2017 and has held it in 23 quarters since.
Goldstein Munger & Associates's iShares Core S&P Small-Cap ETF position peaked at $829K in Q4 2021.
1,949 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2022.

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