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Goldstein Munger & Associates’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Goldstein Munger & Associates’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$2.31M Hold
11,192
– – 0.76% 18
2022
Q2 		$2.31M Sell
11,192
-34
-0.3% -$7.58K 0.7% 18
2022
Q1 		$2.87M Hold
11,226
– – 0.74% 18
2021
Q4 		$3.29M Sell
11,226
-134
-1% -$40.4K 0.83% 16
2021
Q3 		$3.33M Hold
11,360
– – 0.89% 15
2021
Q2 		$3.54M Sell
11,360
-63
-0.6% -$19K 0.93% 15
2021
Q1 		$3.44M Sell
11,423
-15
-0.1% -$4.66K 0.96% 15
2020
Q4 		$3.28M Sell
11,438
-28
-0.2% -$7.14K 0.97% 15
2020
Q3 		$2.54M Sell
11,466
-23
-0.2% -$5.03K 0.85% 17
2020
Q2 		$2.38M Sell
11,489
-749
-6% -$140K 0.9% 17
2020
Q1 		$1.94M Hold
12,238
– – 0.95% 14
2019
Q4 		$2.62M Buy
12,238
+7
+0.1% +$1.42K 1.07% 14
2019
Q3 		$2.36M Sell
12,231
-420
-3% -$83.3K 1.04% 14
2019
Q2 		$2.54M Hold
12,651
– – 1.11% 14
2019
Q1 		$2.49M Sell
12,651
-63
-0.5% -$12K 1.09% 15
2018
Q4 		$2.14M Sell
12,714
-1,155
-8% -$215K 1.05% 15
2018
Q3 		$2.98M Hold
13,869
– – 1.26% 13
2018
Q2 		$2.83M Hold
13,869
– – 1.2% 14
2018
Q1 		$2.64M Sell
13,869
-783
-5% -$150K 1.14% 14
2017
Q4 		$2.74M Sell
14,652
-508
-3% -$92.7K 1.17% 14
2017
Q3 		$2.71M Sell
15,160
-90
-0.6% -$15.3K 1.22% 15
2017
Q2 		$2.57M Hold
15,250
– – 1.18% 17
2017
Q1 		$2.46M Sell
15,250
-266
-2% -$42.2K 1.08% 19
2016
Q4 		$2.39M Hold
15,516
– – 1.06% 20
2016
Q3 		$2.31M Sell
15,516
-74
-0.5% -$10.8K 1.05% 20
2016
Q2 		$2.14M Sell
15,590
-695
-4% -$93.8K 0.99% 20
2016
Q1 		$2.16M Hold
16,285
– – 0.94% 21
2015
Q4 		$2.27M Buy
16,285
+2
+0% +$284 1.01% 20
2015
Q3 		$2.18M Sell
16,283
-37
-0.2% -$5.48K 0.99% 19
2015
Q2 		$2.52M Sell
16,320
-37
-0.2% -$5.67K 1.09% 18
2015
Q1 		$2.48M Sell
16,357
-430
-3% -$62.7K 1.06% 18
2014
Q4 		$2.39M Sell
16,787
-447
-3% -$60.5K 1.01% 19
2014
Q3 		$2.23M Sell
17,234
-23
-0.1% -$3.08K 0.92% 19
2014
Q2 		$2.39M Sell
17,257
-241
-1% -$31.7K 0.97% 19
2014
Q1 		$2.38M Sell
17,498
-164
-0.9% -$22.4K 1.1% 14
2013
Q4 		$2.39M Sell
17,662
-3,497
-17% -$453K 1% 19
2013
Q3 		$2.66M Sell
21,159
-265
-1% -$31.9K 1.04% 19
2013
Q2 		$2.39M Buy
+21,424
New +$2.34M 0.89% 21

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

Goldstein Munger & Associates held its iShares Russell 2000 Growth ETF (IWO) position steady in Q3 2022 at 11,192 shares worth $2.31M. The position accounts for 0.76% of the portfolio, ranked #18.

Goldstein Munger & Associates first reported a position in IWO in Q2 2013 and has held it in 38 quarters since. The position peaked at $3.54M in Q2 2021. 788 funds tracked by Wall St. Rank hold IWO as of Q3 2022.

  • Goldstein Munger & Associates held 11,192 shares of iShares Russell 2000 Growth ETF worth $2.31M as of Q3 2022.
  • Goldstein Munger & Associates left its iShares Russell 2000 Growth ETF share count unchanged in Q3 2022.
  • iShares Russell 2000 Growth ETF made up 0.76% of Goldstein Munger & Associates's portfolio in Q3 2022, its #18 holding.
  • Goldstein Munger & Associates first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 38 quarters since.
  • Goldstein Munger & Associates's iShares Russell 2000 Growth ETF position peaked at $3.54M in Q2 2021.
  • 788 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2022.

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