GGS
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Galvin Gaustad & Stein’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Galvin Gaustad & Stein’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.23M Sell
9,904
-1,000
-9% -$121K 0.09% 122
2026
Q1 		$1.16M Sell
10,904
-100
-0.9% -$11.3K 0.09% 122
2025
Q4 		$1.3M Sell
11,004
-944
-8% -$112K 0.1% 105
2025
Q3 		$1.4M Buy
11,948
+800
+7% +$89.1K 0.11% 91
2025
Q2 		$1.18M Sell
11,148
-240
-2% -$22.9K 0.1% 94
2025
Q1 		$1.03M Buy
11,388
+188
+2% +$18.5K 0.09% 96
2024
Q4 		$1.12M Hold
11,200
– – 0.1% 92
2024
Q3 		$1.05M Hold
11,200
– – 0.09% 94
2024
Q2 		$1.02M Hold
11,200
– – 0.1% 88
2024
Q1 		$944K Sell
11,200
-492
-4% -$39.6K 0.09% 95
2023
Q4 		$886K Buy
11,692
+84
+0.7% +$5.94K 0.08% 95
2023
Q3 		$772K Sell
11,608
-100
-0.9% -$6.91K 0.08% 98
2023
Q2 		$805K Sell
11,708
-920
-7% -$58.5K 0.08% 100
2023
Q1 		$771K Sell
12,628
-3,980
-24% -$229K 0.08% 99
2022
Q4 		$889K Sell
16,608
-184
-1% -$10.1K 0.09% 92
2022
Q3 		$883K Sell
16,792
-1,008
-6% -$59.3K 0.09% 92
2022
Q2 		$973K Buy
17,800
+664
+4% +$39.9K 0.1% 91
2022
Q1 		$1.19M Sell
17,136
-16,200
-49% -$1.11M 0.11% 92
2021
Q4 		$2.55M Buy
33,336
+14,888
+81% +$1.1M 0.22% 79
2021
Q3 		$1.26M Buy
18,448
+176
+1% +$12.4K 0.12% 95
2021
Q2 		$1.24M Sell
18,272
-2,156
-11% -$139K 0.12% 99
2021
Q1 		$1.24M Sell
20,428
-1,052
-5% -$64K 0.12% 100
2020
Q4 		$1.29M Buy
+21,480
New +$1.22M 0.14% 97

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Galvin Gaustad & Stein's IWF Position: Q2 2026 in Review

Galvin Gaustad & Stein reduced its iShares Russell 1000 Growth ETF (IWF) stake by 9.2% in Q2 2026, selling an estimated $121K and leaving 9,904 shares worth $1.23M. The position accounts for 0.09% of the portfolio, ranked #122.

Galvin Gaustad & Stein first reported a position in IWF in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.55M in Q4 2021. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Galvin Gaustad & Stein held 9,904 shares of iShares Russell 1000 Growth ETF worth $1.23M as of Q2 2026.
  • Galvin Gaustad & Stein sold 1,000 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $121K.
  • iShares Russell 1000 Growth ETF made up 0.09% of Galvin Gaustad & Stein's portfolio in Q2 2026, its #122 holding.
  • Galvin Gaustad & Stein first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Galvin Gaustad & Stein's iShares Russell 1000 Growth ETF position peaked at $2.55M in Q4 2021.
  • 2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q2 2026, filed 29 Jul 2026.