Number of Shares
658,245.00
Current Holdings Value*
$129.89 Mil
% of Portfolio
42.8%
Total Estimate Gain
$188.02 Mil
% of Total Estimate Gain
192.40%

Goldstein Munger & Associates's iShares Russell 1000 ETF Holding Summary

As of 2022-09-30, Goldstein Munger & Associates held 658,245.00 shares of iShares Russell 1000 ETF(IWB), totaling $129.89 Mil. This investment constitutes 42.8% of their stock portfolio, and Goldstein Munger & Associates now holds 0.5% of the outstanding iShares Russell 1000 ETF(IWB) stock.

The initial trade took place in 2009Q4. And since then Goldstein Munger & Associates has made 25 purchases of IWB, at an average price of $75.91, for a total of 1.29 Mil shares. In addition, there have been 26 sales at an average price of $95.66 for 629,218.00 shares. Based on historical transaction data and IWB's current price of $342.67, Goldstein Munger & Associates's estimated gain on his IWB holdings is $188.02 Mil, reflecting a 192.40% gain to date.

Goldstein Munger & Associates IWB ($342.67) Holding Chart

Goldstein Munger & Associates IWB ($342.67) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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