Goldstein Munger & Associates’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$922K	Hold	15,930	–	–	0.3%	21
2022 Q2	$961K	Hold	15,930	–	–	0.29%	21
2022 Q1	$1.22M	Hold	15,930	–	–	0.32%	21
2021 Q4	$1.33M	Hold	15,930	–	–	0.34%	20
2021 Q3	$1.18M	Hold	15,930	–	–	0.32%	21
2021 Q2	$1.16M	Sell	15,930 -870	-5%	-$60.2K	0.31%	22
2021 Q1	$1.09M	Hold	16,800	–	–	0.31%	22
2020 Q4	$1.07M	Hold	16,800	–	–	0.32%	23
2020 Q3	$971K	Hold	16,800	–	–	0.33%	23
2020 Q2	$871K	Hold	16,800	–	–	0.33%	23
2020 Q1	$693K	Hold	16,800	–	–	0.34%	21
2019 Q4	$813K	Hold	16,800	–	–	0.33%	21
2019 Q3	$756K	Hold	16,800	–	–	0.33%	21
2019 Q2	$753K	Hold	16,800	–	–	0.33%	21
2019 Q1	$724K	Hold	16,800	–	–	0.32%	23
2018 Q4	$633K	Hold	16,800	–	–	0.31%	23
2018 Q3	$744K	Hold	16,800	–	–	0.32%	20
2018 Q2	$683K	Hold	16,800	–	–	0.29%	22
2018 Q1	$651K	Hold	16,800	–	–	0.28%	22
2017 Q4	$642K	Hold	16,800	–	–	0.27%	23
2017 Q3	$602K	Hold	16,800	–	–	0.27%	22
2017 Q2	$575K	Hold	16,800	–	–	0.26%	22
2017 Q1	$552K	Hold	16,800	–	–	0.24%	25
2016 Q4	$512K	Buy	+16,800	New	+$507K	0.23%	25

Other funds holding IVW

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Goldstein Munger & Associates held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2022 at 15,930 shares worth $922K. The position accounts for 0.3% of the portfolio, ranked #21.

Goldstein Munger & Associates first reported a position in IVW in Q4 2016 and has held it in 24 quarters since. The position peaked at $1.33M in Q4 2021. 1,193 funds tracked by Wall St. Rank hold IVW as of Q3 2022.

Goldstein Munger & Associates held 15,930 shares of iShares S&P 500 Growth ETF worth $922K as of Q3 2022.
Goldstein Munger & Associates left its iShares S&P 500 Growth ETF share count unchanged in Q3 2022.
iShares S&P 500 Growth ETF made up 0.3% of Goldstein Munger & Associates's portfolio in Q3 2022, its #21 holding.
Goldstein Munger & Associates first reported a position in iShares S&P 500 Growth ETF in Q4 2016 and has held it in 24 quarters since.
Goldstein Munger & Associates's iShares S&P 500 Growth ETF position peaked at $1.33M in Q4 2021.
1,193 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2022.

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