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iShares Russell 2000 Value Index shares owned by Goldstein Munger & Associates

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Goldstein Munger & Associates from 13F filings

Historical chart of Goldstein Munger & Associates investment in iShares Russell 2000 Value Index

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All positions including iShares Russell 2000 Value Index held by Goldstein Munger & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Value Index by Goldstein Munger & Associates

Quarter filed Position value Share count Share price at filing
2022-09-30 $2.5M 20k 128.93
2022-06-30 $2.7M 20k 136.18
2022-03-31 $3.2M 20k 161.41
2021-12-31 $3.3M 20k 166.05
2021-09-30 $3.2M 20k 160.24
2021-06-30 $3.3M 20k 165.76
2021-03-31 $3.2M 20k 159.50
2020-12-31 $2.7M 20k 131.77
2020-09-30 $1.8M 18k 99.35
2020-06-30 $1.7M 18k 97.48
2020-03-31 $1.5M 18k 82.01
2019-12-31 $2.3M 18k 128.56
2019-09-30 $2.1M 18k 119.39
2019-06-30 $2.1M 18k 120.52
2019-03-31 $2.1M 18k 119.90
2018-12-31 $1.9M 18k 107.56
2018-09-30 $2.6M 19k 132.98
2018-06-30 $2.5M 19k 131.94
2018-03-31 $2.4M 19k 121.89
2017-12-31 $2.6M 20k 125.77
2017-09-30 $2.5M 20k 124.10
2017-06-30 $2.4M 20k 118.89
2017-03-31 $2.4M 20k 118.16
2016-12-31 $2.5M 21k 118.92
2016-09-30 $2.2M 21k 104.75
2016-06-30 $2.0M 21k 97.27
2016-03-31 $2.0M 22k 93.16
2015-12-31 $2.0M 22k 91.92
2015-09-30 $2.0M 22k 90.12
2015-06-30 $2.2M 22k 101.98
2015-03-31 $2.2M 22k 103.22
2014-12-31 $2.3M 22k 101.66
2014-09-30 $2.1M 23k 93.58
2014-06-30 $2.3M 23k 103.26
2014-03-31 $2.3M 23k 100.86
2013-12-31 $2.3M 23k 99.48
2013-09-30 $2.6M 29k 91.64
2013-06-30 $2.5M 29k 85.92
2013-03-31 $2.4M 28k 83.81
2012-12-31 $2.2M 29k 75.49
2012-09-30 $1.9M 26k 73.94
2012-06-30 $1.9M 27k 70.41
2012-03-31 $1.9M 27k 72.99
2011-12-31 $1.9M 29k 65.63
2011-09-30 $1.7M 29k 57.03
2011-06-30 $1.9M 26k 73.42
2011-03-31 $1.9M 26k 75.38
2010-12-31 $2.0M 29k 71.09
2010-09-30 $1.8M 29k 62.00
2010-06-30 $1.5M 27k 57.05
2010-03-31 $1.9M 30k 63.83
2009-12-31 $1.8M 31k 58.05

More positions owned by Goldstein Munger & Associates

Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Gold Tr Ishares New (IAU)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Emg Mkt Etf (EEM)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard World Fds Health Car Etf (VHT)
Ishares Tr Russell 3000 Etf (IWV)
Intel Corporation (INTC)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Goldstein Munger & Associates

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Tiaa Trust, National Association
Starboard Value
Goldman Sachs Group
Florida State Board of Administration
Commonwealth Equity Services
Pnc Financial Services
Wells Fargo & Company
UBS Group
D.A. Davidson & Co.
Betterment
Alaska Permanent Fund Corp
M^T Bank Corporation
Us Bancorp
Jpmorgan Chase & Co

View all funds holding iShares Russell 2000 Value Index