Number of Shares
106,066.00
Current Holdings Value*
$17.49 Mil
% of Portfolio
5.76%
Total Estimate Gain
$19.49 Mil
% of Total Estimate Gain
111.01%

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 $224.80, Goldstein Munger & Associates's estimated gain on his IWM holdings is $19.49 Mil, reflecting a 111.01% gain to date.

Goldstein Munger & Associates IWM ($224.80) Holding Chart

Goldstein Munger & Associates IWM ($224.80) 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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