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iShares Russell 1000 Value Index shares owned by Goldstein Munger & Associates

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Goldstein Munger & Associates from 13F filings

Historical chart of Goldstein Munger & Associates investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 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 1000 Value Index by Goldstein Munger & Associates

Quarter filed Position value Share count Share price at filing
2022-09-30 $9.9M 73k 135.98
2022-06-30 $11M 73k 144.98
2022-03-31 $12M 73k 165.97
2021-12-31 $12M 73k 167.93
2021-09-30 $11M 73k 156.50
2021-06-30 $12M 73k 158.62
2021-03-31 $11M 73k 151.56
2020-12-31 $10M 74k 136.73
2020-09-30 $8.8M 74k 118.13
2020-06-30 $8.2M 73k 112.62
2020-03-31 $6.5M 65k 99.17
2019-12-31 $9.0M 66k 136.48
2019-09-30 $8.4M 66k 128.26
2019-06-30 $8.4M 66k 127.21
2019-03-31 $8.2M 66k 123.48
2018-12-31 $7.4M 66k 111.06
2018-09-30 $9.4M 75k 126.62
2018-06-30 $9.0M 75k 121.38
2018-03-31 $9.2M 76k 119.96
2017-12-31 $10M 81k 124.34
2017-09-30 $9.7M 82k 118.51
2017-06-30 $9.7M 83k 116.43
2017-03-31 $9.6M 83k 114.94
2016-12-31 $9.5M 85k 112.03
2016-09-30 $9.1M 86k 105.62
2016-06-30 $9.1M 89k 103.23
2016-03-31 $9.0M 91k 98.81
2015-12-31 $8.9M 91k 97.86
2015-09-30 $8.5M 91k 93.28
2015-06-30 $9.4M 91k 103.16
2015-03-31 $9.5M 92k 103.08
2014-12-31 $9.7M 93k 104.40
2014-09-30 $9.5M 95k 100.09
2014-06-30 $9.6M 95k 101.27
2014-03-31 $9.3M 96k 96.50
2013-12-31 $9.1M 97k 94.18
2013-09-30 $8.5M 99k 86.20
2013-06-30 $8.6M 103k 83.79
2013-03-31 $8.6M 106k 81.17
2012-12-31 $8.3M 114k 72.82
2012-09-30 $8.1M 112k 72.18
2012-06-30 $8.1M 118k 68.22
2012-03-31 $8.4M 120k 70.07
2011-12-31 $8.3M 131k 63.48
2011-09-30 $8.1M 143k 56.59
2011-06-30 $8.6M 126k 68.28
2011-03-31 $8.8M 128k 68.67
2010-12-31 $8.5M 131k 64.87
2010-09-30 $8.0M 136k 58.99
2010-06-30 $7.5M 139k 54.21
2010-03-31 $9.0M 147k 61.07
2009-12-31 $8.9M 156k 57.40

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 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
Financial Engines Advisors L.L.C
FMR
Jpmorgan Chase & Co
UBS Group
Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
Baird Financial
Northern Trust
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services

View all funds holding iShares Russell 1000 Value Index