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 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Galvin Gaustad & Stein's IWB Position: Q1 2026 in Review

Galvin Gaustad & Stein held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 592 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #245.

Galvin Gaustad & Stein first reported a position in IWB in Q4 2021 and has held it in 11 quarters since. The position peaked at $2.5M in Q4 2021. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Galvin Gaustad & Stein held 592 shares of iShares Russell 1000 ETF worth $211K as of Q1 2026.
Galvin Gaustad & Stein left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.02% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #245 holding.
Galvin Gaustad & Stein first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 11 quarters since.
Galvin Gaustad & Stein's iShares Russell 1000 ETF position peaked at $2.5M in Q4 2021.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.