GGS
IWD icon

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

Galvin Gaustad & Stein’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.58M Buy
7,376
+5,225
+243% +$1.14M 0.13% 98
2025
Q4 		$452K Sell
2,151
-358
-14% -$73.9K 0.04% 172
2025
Q3 		$511K Buy
2,509
+56
+2% +$11.1K 0.04% 140
2025
Q2 		$476K Hold
2,453
– – 0.04% 136
2025
Q1 		$462K Hold
2,453
– – 0.04% 134
2024
Q4 		$454K Hold
2,453
– – 0.04% 139
2024
Q3 		$466K Sell
2,453
-21
-0.8% -$3.83K 0.04% 135
2024
Q2 		$432K Sell
2,474
-55
-2% -$9.62K 0.04% 136
2024
Q1 		$453K Sell
2,529
-679
-21% -$115K 0.04% 133
2023
Q4 		$530K Buy
3,208
+29
+0.9% +$4.48K 0.05% 118
2023
Q3 		$483K Sell
3,179
-53
-2% -$8.41K 0.05% 123
2023
Q2 		$510K Sell
3,232
-303
-9% -$46.3K 0.05% 122
2023
Q1 		$538K Sell
3,535
-282
-7% -$43.5K 0.05% 111
2022
Q4 		$579K Sell
3,817
-59
-2% -$8.83K 0.06% 107
2022
Q3 		$527K Sell
3,876
-187
-5% -$28.1K 0.06% 110
2022
Q2 		$589K Buy
4,063
+205
+5% +$32.1K 0.06% 110
2022
Q1 		$640K Sell
3,858
-76
-2% -$12.5K 0.06% 114
2021
Q4 		$661K Sell
3,934
-5
-0.1% -$819 0.06% 115
2021
Q3 		$617K Sell
3,939
-257
-6% -$41.2K 0.06% 118
2021
Q2 		$666K Buy
4,196
+2
+0% +$317 0.06% 122
2021
Q1 		$636K Sell
4,194
-75
-2% -$10.9K 0.06% 123
2020
Q4 		$584K Buy
+4,269
New +$548K 0.06% 127

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Galvin Gaustad & Stein increased its iShares Russell 1000 Value ETF (IWD) stake by 243% in Q1 2026, buying an estimated $1.14M and bringing the position to 7,376 shares worth $1.58M. The position accounts for 0.13% of the portfolio, ranked #98.

Galvin Gaustad & Stein first reported a position in IWD in Q4 2020 and has held it in 22 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Galvin Gaustad & Stein held 7,376 shares of iShares Russell 1000 Value ETF worth $1.58M as of Q1 2026.
  • Galvin Gaustad & Stein bought 5,225 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $1.14M.
  • iShares Russell 1000 Value ETF made up 0.13% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #98 holding.
  • Galvin Gaustad & Stein first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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