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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
Q3 		$468K Sell
1,889
-9
-0.5% -$2.27K 0.04% 178
2026
Q2 		$460K Sell
1,898
-5,478
-74% -$1.28M 0.03% 191
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

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

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

Galvin Gaustad & Stein reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.47% in Q3 2026, selling an estimated $2.27K and leaving 1,889 shares worth $468K. The position accounts for 0.04% of the portfolio, ranked #178.

Galvin Gaustad & Stein first reported a position in IWD in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.58M in Q1 2026. 112 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Galvin Gaustad & Stein held 1,889 shares of iShares Russell 1000 Value ETF worth $468K as of Q3 2026.
  • Galvin Gaustad & Stein sold 9 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $2.27K.
  • iShares Russell 1000 Value ETF made up 0.04% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #178 holding.
  • Galvin Gaustad & Stein first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 24 quarters since.
  • Galvin Gaustad & Stein's iShares Russell 1000 Value ETF position peaked at $1.58M in Q1 2026.
  • 112 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

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