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Goldstein Munger & Associates’s iShares Russell 1000 ETF IWB Stock Holding History

Goldstein Munger & Associates’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$130M Buy
658,245
+5,260
+0.8% +$1.15M 42.8% 1
2022
Q2 		$136M Sell
652,985
-4,418
-0.7% -$998K 40.84% 1
2022
Q1 		$164M Buy
657,403
+2,852
+0.4% +$704K 42.62% 1
2021
Q4 		$173M Buy
654,551
+2,975
+0.5% +$766K 43.63% 1
2021
Q3 		$157M Buy
651,576
+1,623
+0.2% +$403K 42.26% 1
2021
Q2 		$157M Sell
649,953
-1,627
-0.2% -$383K 41.5% 1
2021
Q1 		$146M Buy
651,580
+12,448
+2% +$2.73M 40.73% 1
2020
Q4 		$135M Buy
639,132
+5,500
+0.9% +$1.1M 39.97% 1
2020
Q3 		$119M Buy
633,632
+13,505
+2% +$2.49M 39.85% 1
2020
Q2 		$106M Buy
620,127
+25,349
+4% +$4.1M 40.14% 1
2020
Q1 		$84.2M Sell
594,778
-8,286
-1% -$1.4M 41.47% 1
2019
Q4 		$108M Buy
603,064
+1,522
+0.3% +$260K 43.97% 1
2019
Q3 		$99M Sell
601,542
-12,389
-2% -$2.03M 43.64% 1
2019
Q2 		$99.9M Sell
613,931
-9,516
-2% -$1.52M 43.64% 1
2019
Q1 		$98.1M Buy
623,447
+1,414
+0.2% +$214K 42.82% 1
2018
Q4 		$86.3M Sell
622,033
-12,150
-2% -$1.82M 42.3% 1
2018
Q3 		$103M Sell
634,183
-1,068
-0.2% -$170K 43.45% 1
2018
Q2 		$96.5M Buy
635,251
+6,796
+1% +$1.02M 40.75% 1
2018
Q1 		$92.3M Buy
628,455
+11,573
+2% +$1.76M 39.73% 1
2017
Q4 		$91.7M Sell
616,882
-2,740
-0.4% -$397K 39.25% 1
2017
Q3 		$86.7M Buy
619,622
+561
+0.1% +$77K 38.82% 1
2017
Q2 		$83.7M Sell
619,061
-11,656
-2% -$1.56M 38.53% 1
2017
Q1 		$82.8M Sell
630,717
-40,490
-6% -$5.24M 36.39% 1
2016
Q4 		$83.5M Buy
671,207
+29,868
+5% +$3.63M 37.21% 1
2016
Q3 		$77.3M Sell
641,339
-16,895
-3% -$2.03M 35.24% 1
2016
Q2 		$76.9M Buy
658,234
+1,192
+0.2% +$137K 35.51% 1
2016
Q1 		$74.9M Buy
657,042
+37,800
+6% +$4.09M 32.53% 1
2015
Q4 		$70.1M Buy
619,242
+12,112
+2% +$1.38M 31.1% 1
2015
Q3 		$65M Buy
607,130
+1,917
+0.3% +$218K 29.53% 1
2015
Q2 		$70.2M Sell
605,213
-3,413
-0.6% -$402K 30.43% 1
2015
Q1 		$70.5M Sell
608,626
-6,578
-1% -$760K 30.1% 1
2014
Q4 		$70.5M Sell
615,204
-82,040
-12% -$9.2M 29.71% 1
2014
Q3 		$76.6M Sell
697,244
-937
-0.1% -$104K 31.64% 1
2014
Q2 		$76.9M Buy
698,181
+8,599
+1% +$915K 31.14% 1
2014
Q1 		$72.2M Sell
689,582
-12,859
-2% -$1.32M 33.27% 1
2013
Q4 		$72.5M Sell
702,441
-99,800
-12% -$9.87M 30.34% 1
2013
Q3 		$75.5M Sell
802,241
-14,152
-2% -$1.32M 29.45% 1
2013
Q2 		$73.4M Buy
+816,393
New +$73.1M 27.48% 1

Other funds holding IWB

CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Goldstein Munger & Associates increased its iShares Russell 1000 ETF (IWB) stake by 0.81% in Q3 2022, buying an estimated $1.15M and bringing the position to 658,245 shares worth $130M. The position accounts for 42.8% of the portfolio, ranked #1.

Goldstein Munger & Associates first reported a position in IWB in Q2 2013 and has held it in 38 quarters since. The position peaked at $173M in Q4 2021. 1,000 funds tracked by Wall St. Rank hold IWB as of Q3 2022.

  • Goldstein Munger & Associates held 658,245 shares of iShares Russell 1000 ETF worth $130M as of Q3 2022.
  • Goldstein Munger & Associates bought 5,260 iShares Russell 1000 ETF shares in Q3 2022, an estimated $1.15M.
  • iShares Russell 1000 ETF made up 42.8% of Goldstein Munger & Associates's portfolio in Q3 2022, its #1 holding.
  • Goldstein Munger & Associates first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 38 quarters since.
  • Goldstein Munger & Associates's iShares Russell 1000 ETF position peaked at $173M in Q4 2021.
  • 1,000 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2022.

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