GMA
Goldstein Munger & Associates’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $5.06M | Buy |
24,454
+293
| +1% | +$60.7K | 1.67% | 13 |
|
|
2022
Q2 | $5.25M | Sell |
24,161
-30
| -0.1% | -$6.52K | 1.58% | 13 |
|
|
2022
Q1 | $6.35M | Buy |
24,191
+95
| +0.4% | +$24.9K | 1.65% | 13 |
|
|
2021
Q4 | $6.69M | Buy |
24,096
+111
| +0.5% | +$30.8K | 1.69% | 13 |
|
|
2021
Q3 | $6.11M | Sell |
23,985
-523
| -2% | -$133K | 1.64% | 13 |
|
|
2021
Q2 | $6.27M | Sell |
24,508
-1,851
| -7% | -$474K | 1.65% | 13 |
|
|
2021
Q1 | $6.25M | Sell |
26,359
-3,460
| -12% | -$821K | 1.75% | 13 |
|
|
2020
Q4 | $6.67M | Sell |
29,819
-1,173
| -4% | -$262K | 1.97% | 12 |
|
|
2020
Q3 | $6.07M | Sell |
30,992
-1,767
| -5% | -$346K | 2.04% | 12 |
|
|
2020
Q2 | $5.9M | Buy |
32,759
+27,083
| +477% | +$4.88M | 2.22% | 12 |
|
|
2020
Q1 | $842K | Buy |
5,676
+2,740
| +93% | +$406K | 0.41% | 20 |
|
|
2019
Q4 | $553K | Buy |
2,936
+6
| +0.2% | +$1.13K | 0.23% | 28 |
|
|
2019
Q3 | $509K | Hold |
2,930
| – | – | 0.22% | 28 |
|
|
2019
Q2 | $505K | Sell |
2,930
-850
| -22% | -$147K | 0.22% | 28 |
|
|
2019
Q1 | $630K | Hold |
3,780
| – | – | 0.28% | 24 |
|
|
2018
Q4 | $555K | Buy |
3,780
+2,105
| +126% | +$309K | 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% | -$11.8K | 0.11% | 34 |
|
|
2017
Q1 | $246K | Sell |
1,757
-192
| -10% | -$26.9K | 0.11% | 40 |
|
|
2016
Q4 | $259K | Sell |
1,949
-95
| -5% | -$12.6K | 0.12% | 35 |
|
|
2016
Q3 | $262K | Sell |
2,044
-220
| -10% | -$28.2K | 0.12% | 30 |
|
|
2016
Q2 | $281K | Hold |
2,264
| – | – | 0.13% | 30 |
|
|
2016
Q1 | $274K | Buy |
2,264
+2
| +0.1% | +$242 | 0.12% | 30 |
|
|
2015
Q4 | $272K | Hold |
2,262
| – | – | 0.12% | 29 |
|
|
2015
Q3 | $258K | Buy |
2,262
+1
| +0% | +$114 | 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% | +$122 | 0.12% | 27 |
|
|
2014
Q3 | $264K | Hold |
2,260
| – | – | 0.11% | 26 |
|
|
2014
Q2 | $266K | Buy |
2,260
+1
| +0% | +$118 | 0.11% | 26 |
|
|
2014
Q1 | $254K | Sell |
2,259
-50
| -2% | -$5.62K | 0.12% | 22 |
|
|
2013
Q4 | $256K | Sell |
2,309
-1,208
| -34% | -$134K | 0.11% | 29 |
|
|
2013
Q3 | $356K | Sell |
3,517
-1,255
| -26% | -$127K | 0.14% | 26 |
|
|
2013
Q2 | $460K | Buy |
+4,772
| New | +$460K | 0.17% | 26 |
|