Goldstein Munger & Associates’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$278K	Hold	2,736	–	–	0.09%	29
2022 Q2	$288K	Hold	2,736	–	–	0.09%	30
2022 Q1	$342K	Hold	2,736	–	–	0.09%	30
2021 Q4	$380K	Hold	2,736	–	–	0.1%	28
2021 Q3	$356K	Hold	2,736	–	–	0.1%	28
2021 Q2	$363K	Sell	2,736 -230	-8%	-$29.9K	0.1%	29
2021 Q1	$380K	Hold	2,966	–	–	0.11%	29
2020 Q4	$339K	Hold	2,966	–	–	0.1%	34
2020 Q3	$262K	Hold	2,966	–	–	0.09%	36
2020 Q2	$252K	Hold	2,966	–	–	0.1%	37
2020 Q1	$204K	Hold	2,966	–	–	0.1%	36
2019 Q4	$287K	Hold	2,966	–	–	0.12%	31
2019 Q3	$265K	Hold	2,966	–	–	0.12%	31
2019 Q2	$271K	Hold	2,966	–	–	0.12%	31
2019 Q1	$265K	Hold	2,966	–	–	0.12%	33
2018 Q4	$239K	Sell	2,966 -344	-10%	-$30.6K	0.12%	33
2018 Q3	$334K	Hold	3,310	–	–	0.14%	31
2018 Q2	$313K	Hold	3,310	–	–	0.13%	30
2018 Q1	$288K	Hold	3,310	–	–	0.12%	31
2017 Q4	$282K	Hold	3,310	–	–	0.12%	32
2017 Q3	$272K	Sell	3,310 -214	-6%	-$16.7K	0.12%	30
2017 Q2	$275K	Hold	3,524	–	–	0.13%	30
2017 Q1	$270K	Sell	3,524 -760	-18%	-$57.6K	0.12%	38
2016 Q4	$321K	Buy	+4,284	New	+$302K	0.14%	29

Other funds holding IJT

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Goldstein Munger & Associates held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q3 2022 at 2,736 shares worth $278K. The position accounts for 0.09% of the portfolio, ranked #29.

Goldstein Munger & Associates first reported a position in IJT in Q4 2016 and has held it in 24 quarters since. The position peaked at $380K in Q4 2021. 593 funds tracked by Wall St. Rank hold IJT as of Q3 2022.

Goldstein Munger & Associates held 2,736 shares of iShares S&P Small-Cap 600 Growth ETF worth $278K as of Q3 2022.
Goldstein Munger & Associates left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q3 2022.
iShares S&P Small-Cap 600 Growth ETF made up 0.09% of Goldstein Munger & Associates's portfolio in Q3 2022, its #29 holding.
Goldstein Munger & Associates first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2016 and has held it in 24 quarters since.
Goldstein Munger & Associates's iShares S&P Small-Cap 600 Growth ETF position peaked at $380K in Q4 2021.
593 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2022.

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