Goldstein Munger & Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $12.4M | Sell |
235,108
-800
| -0.3% | -$47K | 4.07% | 7 |
|
|
2022
Q2 | $12.9M | Sell |
235,908
-3,328
| -1% | -$200K | 3.88% | 8 |
|
|
2022
Q1 | $16.6M | Hold |
239,236
| – | – | 4.3% | 7 |
|
|
2021
Q4 | $18.3M | Sell |
239,236
-3,112
| -1% | -$231K | 4.61% | 7 |
|
|
2021
Q3 | $16.6M | Sell |
242,348
-1,008
| -0.4% | -$71.3K | 4.45% | 7 |
|
|
2021
Q2 | $16.5M | Sell |
243,356
-3,632
| -1% | -$234K | 4.36% | 7 |
|
|
2021
Q1 | $15M | Sell |
246,988
-2,004
| -0.8% | -$122K | 4.19% | 8 |
|
|
2020
Q4 | $15M | Sell |
248,992
-1,728
| -0.7% | -$98.4K | 4.43% | 7 |
|
|
2020
Q3 | $13.6M | Sell |
250,720
-124
| -0% | -$6.53K | 4.57% | 7 |
|
|
2020
Q2 | $12M | Buy |
250,844
+1,764
| +0.7% | +$77.7K | 4.54% | 6 |
|
|
2020
Q1 | $9.38M | Sell |
249,080
-6,784
| -3% | -$292K | 4.62% | 7 |
|
|
2019
Q4 | $11.3M | Sell |
255,864
-1,560
| -0.6% | -$65.1K | 4.6% | 5 |
|
|
2019
Q3 | $10.3M | Sell |
257,424
-6,060
| -2% | -$243K | 4.53% | 5 |
|
|
2019
Q2 | $10.4M | Sell |
263,484
-7,728
| -3% | -$299K | 4.53% | 5 |
|
|
2019
Q1 | $10.3M | Hold |
271,212
| – | – | 4.48% | 5 |
|
|
2018
Q4 | $8.88M | Sell |
271,212
-34,232
| -11% | -$1.21M | 4.35% | 5 |
|
|
2018
Q3 | $11.9M | Sell |
305,444
-660
| -0.2% | -$25K | 5.05% | 4 |
|
|
2018
Q2 | $11M | Sell |
306,104
-12,200
| -4% | -$431K | 4.64% | 5 |
|
|
2018
Q1 | $10.8M | Sell |
318,304
-21,820
| -6% | -$765K | 4.66% | 6 |
|
|
2017
Q4 | $11.5M | Sell |
340,124
-4,532
| -1% | -$149K | 4.9% | 4 |
|
|
2017
Q3 | $10.8M | Sell |
344,656
-8,160
| -2% | -$250K | 4.83% | 6 |
|
|
2017
Q2 | $10.5M | Sell |
352,816
-5,440
| -2% | -$160K | 4.83% | 5 |
|
|
2017
Q1 | $10.2M | Sell |
358,256
-7,060
| -2% | -$196K | 4.48% | 6 |
|
|
2016
Q4 | $9.58M | Sell |
365,316
-3,060
| -0.8% | -$79.4K | 4.27% | 6 |
|
|
2016
Q3 | $9.59M | Sell |
368,376
-16,640
| -4% | -$433K | 4.38% | 6 |
|
|
2016
Q2 | $9.66M | Sell |
385,016
-15,480
| -4% | -$387K | 4.46% | 6 |
|
|
2016
Q1 | $9.99M | Sell |
400,496
-600
| -0.1% | -$14.2K | 4.34% | 6 |
|
|
2015
Q4 | $9.97M | Buy |
401,096
+164
| +0% | +$4.09K | 4.42% | 5 |
|
|
2015
Q3 | $9.32M | Sell |
400,932
-4,576
| -1% | -$113K | 4.24% | 6 |
|
|
2015
Q2 | $10M | Sell |
405,508
-10,524
| -3% | -$265K | 4.35% | 7 |
|
|
2015
Q1 | $10.3M | Sell |
416,032
-10,860
| -3% | -$265K | 4.39% | 7 |
|
|
2014
Q4 | $10.2M | Sell |
426,892
-9,020
| -2% | -$211K | 4.3% | 7 |
|
|
2014
Q3 | $9.99M | Buy |
435,912
+220
| +0.1% | +$5.04K | 4.12% | 9 |
|
|
2014
Q2 | $9.9M | Sell |
435,692
-6,648
| -2% | -$146K | 4.01% | 9 |
|
|
2014
Q1 | $9.57M | Sell |
442,340
-5,612
| -1% | -$120K | 4.41% | 9 |
|
|
2013
Q4 | $9.63M | Sell |
447,952
-13,340
| -3% | -$274K | 4.03% | 9 |
|
|
2013
Q3 | $9.02M | Sell |
461,292
-15,312
| -3% | -$293K | 3.52% | 8 |
|
|
2013
Q2 | $8.67M | Buy |
+476,604
| New | +$8.73M | 3.24% | 9 |
|
Other funds holding IWF
Goldstein Munger & Associates's IWF Position: Q3 2022 in Review
Goldstein Munger & Associates reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.34% in Q3 2022, selling an estimated $47K and leaving 235,108 shares worth $12.4M. The position accounts for 4.07% of the portfolio, ranked #7.
Goldstein Munger & Associates first reported a position in IWF in Q2 2013 and has held it in 38 quarters since. The position peaked at $18.3M in Q4 2021. 1,574 funds tracked by Wall St. Rank hold IWF as of Q3 2022.
- Goldstein Munger & Associates held 235,108 shares of iShares Russell 1000 Growth ETF worth $12.4M as of Q3 2022.
- Goldstein Munger & Associates sold 800 iShares Russell 1000 Growth ETF shares in Q3 2022, an estimated $47K.
- iShares Russell 1000 Growth ETF made up 4.07% of Goldstein Munger & Associates's portfolio in Q3 2022, its #7 holding.
- Goldstein Munger & Associates first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 38 quarters since.
- Goldstein Munger & Associates's iShares Russell 1000 Growth ETF position peaked at $18.3M in Q4 2021.
- 1,574 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2022.
Based on Goldstein Munger & Associates's 13F filing for Q3 2022, filed 8 Nov 2022.