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Goldstein Munger & Associates’s iShares Russell 3000 ETF IWV Stock Holding History

Goldstein Munger & Associates’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$5.06M Buy
24,454
+293
+1% +$67.4K 1.67% 13
2022
Q2 		$5.25M Sell
24,161
-30
-0.1% -$7.1K 1.58% 13
2022
Q1 		$6.35M Buy
24,191
+95
+0.4% +$24.6K 1.65% 13
2021
Q4 		$6.69M Buy
24,096
+111
+0.5% +$30.1K 1.69% 13
2021
Q3 		$6.11M Sell
23,985
-523
-2% -$137K 1.64% 13
2021
Q2 		$6.27M Sell
24,508
-1,851
-7% -$461K 1.65% 13
2021
Q1 		$6.25M Sell
26,359
-3,460
-12% -$804K 1.75% 13
2020
Q4 		$6.67M Sell
29,819
-1,173
-4% -$246K 1.97% 12
2020
Q3 		$6.07M Sell
30,992
-1,767
-5% -$342K 2.04% 12
2020
Q2 		$5.9M Buy
32,759
+27,083
+477% +$4.59M 2.22% 12
2020
Q1 		$842K Buy
5,676
+2,740
+93% +$488K 0.41% 20
2019
Q4 		$553K Buy
2,936
+6
+0.2% +$1.08K 0.23% 28
2019
Q3 		$509K Hold
2,930
– – 0.22% 28
2019
Q2 		$505K Sell
2,930
-850
-22% -$144K 0.22% 28
2019
Q1 		$630K Hold
3,780
– – 0.28% 24
2018
Q4 		$555K Buy
3,780
+2,105
+126% +$334K 0.27% 24
2018
Q3 		$289K Hold
1,675
– – 0.12% 32
2018
Q2 		$272K Hold
1,675
– – 0.11% 33
2018
Q1 		$262K Hold
1,675
– – 0.11% 32
2017
Q4 		$265K Hold
1,675
– – 0.11% 35
2017
Q3 		$250K Hold
1,675
– – 0.11% 34
2017
Q2 		$241K Sell
1,675
-82
-5% -$11.7K 0.11% 34
2017
Q1 		$246K Sell
1,757
-192
-10% -$26.5K 0.11% 40
2016
Q4 		$259K Sell
1,949
-95
-5% -$12.3K 0.12% 35
2016
Q3 		$262K Sell
2,044
-220
-10% -$28.1K 0.12% 30
2016
Q2 		$281K Hold
2,264
– – 0.13% 30
2016
Q1 		$274K Buy
2,264
+2
+0.1% +$229 0.12% 30
2015
Q4 		$272K Hold
2,262
– – 0.12% 29
2015
Q3 		$258K Buy
2,262
+1
+0% +$121 0.12% 28
2015
Q2 		$280K Hold
2,261
– – 0.12% 29
2015
Q1 		$280K Hold
2,261
– – 0.12% 27
2014
Q4 		$276K Buy
2,261
+1
+0% +$119 0.12% 27
2014
Q3 		$264K Hold
2,260
– – 0.11% 26
2014
Q2 		$266K Buy
2,260
+1
+0% +$114 0.11% 26
2014
Q1 		$254K Sell
2,259
-50
-2% -$5.52K 0.12% 22
2013
Q4 		$256K Sell
2,309
-1,208
-34% -$128K 0.11% 29
2013
Q3 		$356K Sell
3,517
-1,255
-26% -$126K 0.14% 26
2013
Q2 		$460K Buy
+4,772
New +$457K 0.17% 26

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Goldstein Munger & Associates increased its iShares Russell 3000 ETF (IWV) stake by 1.2% in Q3 2022, buying an estimated $67.4K and bringing the position to 24,454 shares worth $5.06M. The position accounts for 1.67% of the portfolio, ranked #13.

Goldstein Munger & Associates first reported a position in IWV in Q2 2013 and has held it in 38 quarters since. The position peaked at $6.69M in Q4 2021. 645 funds tracked by Wall St. Rank hold IWV as of Q3 2022.

  • Goldstein Munger & Associates held 24,454 shares of iShares Russell 3000 ETF worth $5.06M as of Q3 2022.
  • Goldstein Munger & Associates bought 293 iShares Russell 3000 ETF shares in Q3 2022, an estimated $67.4K.
  • iShares Russell 3000 ETF made up 1.67% of Goldstein Munger & Associates's portfolio in Q3 2022, its #13 holding.
  • Goldstein Munger & Associates first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 38 quarters since.
  • Goldstein Munger & Associates's iShares Russell 3000 ETF position peaked at $6.69M in Q4 2021.
  • 645 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2022.

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