Goldstein Munger & Associates IWM Holdings History
Goldstein Munger & Associates's iShares Russell 2000 ETF Holding Summary
As of 2022-09-30, Goldstein Munger & Associates held 106,066.00 shares of iShares Russell 2000 ETF(IWM), totaling $17.49 Mil. This investment constitutes 5.76% of their stock portfolio, and Goldstein Munger & Associates now holds 0.04% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2009Q4. And since then Goldstein Munger & Associates has made 26 purchases of IWM, at an average price of $75.41, for a total of 232,881.00 shares. In addition, there have been 25 sales at an average price of $104.19 for 126,815.00 shares. Based on historical transaction data and IWM's current price of $221.70, Goldstein Munger & Associates's estimated gain on his IWM holdings is $19.17 Mil, reflecting a 109.13% gain to date.
Goldstein Munger & Associates IWM ($221.70) Holding Chart
Goldstein Munger & Associates IWM ($221.70) 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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