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Galvin Gaustad & Stein’s iShares Russell 1000 ETF IWB Stock Holding History

Galvin Gaustad & Stein’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$238K Hold
572
– – 0.02% 244
2026
Q2 		$234K Sell
572
-20
-3% -$7.93K 0.02% 250
2026
Q1 		$211K Hold
592
– – 0.02% 245
2025
Q4 		$221K Sell
592
-25
-4% -$9.26K 0.02% 241
2025
Q3 		$226K Hold
617
– – 0.02% 195
2025
Q2 		$210K Buy
+617
New +$194K 0.02% 185
2024
Q2 		– Sell
-777
Closed -$224K – 188
2024
Q1 		$224K Hold
777
– – 0.02% 175
2023
Q4 		$204K Buy
+777
New +$190K 0.02% 182
2023
Q1 		– Sell
-2,943
Closed -$620K – 168
2022
Q4 		$620K Hold
2,943
– – 0.06% 105
2022
Q3 		$581K Buy
2,943
+137
+5% +$30K 0.06% 107
2022
Q2 		$583K Hold
2,806
– – 0.06% 111
2022
Q1 		$702K Sell
2,806
-6,649
-70% -$1.64M 0.06% 112
2021
Q4 		$2.5M Buy
+9,455
New +$2.43M 0.22% 81

Other funds holding IWB

TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
PP
Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Galvin Gaustad & Stein's IWB Position: Q3 2026 in Review

Galvin Gaustad & Stein held its iShares Russell 1000 ETF (IWB) position steady in Q3 2026 at 572 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #244.

Galvin Gaustad & Stein first reported a position in IWB in Q4 2021 and has held it in 13 quarters since. The position peaked at $2.5M in Q4 2021. 82 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Galvin Gaustad & Stein held 572 shares of iShares Russell 1000 ETF worth $238K as of Q3 2026.
  • Galvin Gaustad & Stein left its iShares Russell 1000 ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 ETF made up 0.02% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #244 holding.
  • Galvin Gaustad & Stein first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 13 quarters since.
  • Galvin Gaustad & Stein's iShares Russell 1000 ETF position peaked at $2.5M in Q4 2021.
  • 82 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.