Goldstein Munger & Associates IWD Holdings History
Goldstein Munger & Associates's iShares Russell 1000 Value ETF Holding Summary
As of 2022-09-30, Goldstein Munger & Associates held 73,171.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $9.95 Mil. This investment constitutes 3.28% of their stock portfolio, and Goldstein Munger & Associates now holds 0.02% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2009Q4. And since then Goldstein Munger & Associates has made 11 purchases of IWD, at an average price of $60.36, for a total of 184,283.00 shares. In addition, there have been 34 sales at an average price of $82.11 for 111,112.00 shares. Based on historical transaction data and IWD's current price of $197.50, Goldstein Munger & Associates's estimated gain on his IWD holdings is $12.45 Mil, reflecting a 111.93% gain to date.
Goldstein Munger & Associates IWD ($197.50) Holding Chart
Goldstein Munger & Associates IWD ($197.50) 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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