Galvin Gaustad & Stein’s iShares Russell 2000 ETF IWM Stock Holding History

Galvin Gaustad & Stein’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,145	Closed	-$277K	–	253
2025 Q3	$277K	Hold	1,145	–	–	0.02%	178
2025 Q2	$247K	Hold	1,145	–	–	0.02%	175
2025 Q1	$228K	Hold	1,145	–	–	0.02%	169
2024 Q4	$253K	Hold	1,145	–	–	0.02%	170
2024 Q3	$253K	Hold	1,145	–	–	0.02%	163
2024 Q2	$232K	Hold	1,145	–	–	0.02%	164
2024 Q1	$241K	Buy	+1,145	New	+$228K	0.02%	165
2022 Q3	–	Sell	-1,341	Closed	-$227K	–	165
2022 Q2	$227K	Buy	1,341 +116	+9%	+$21.4K	0.02%	155
2022 Q1	$251K	Sell	1,225 -418	-25%	-$85.3K	0.02%	153
2021 Q4	$366K	Buy	1,643 +320	+24%	+$72.3K	0.03%	140
2021 Q3	$289K	Sell	1,323 -15	-1%	-$3.33K	0.03%	155
2021 Q2	$307K	Buy	1,338 +123	+10%	+$27.7K	0.03%	162
2021 Q1	$268K	Hold	1,215	–	–	0.03%	168
2020 Q4	$238K	Buy	+1,215	New	+$213K	0.03%	173

Other funds holding IWM

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Galvin Gaustad & Stein's IWM Position: Q4 2025 in Review

Galvin Gaustad & Stein sold out of iShares Russell 2000 ETF (IWM) in Q4 2025, closing a stake of 1,145 shares — an estimated $277K sold.

Galvin Gaustad & Stein first reported a position in IWM in Q4 2020 and held it in 14 quarters. The position peaked at $366K in Q4 2021. 2,590 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

Galvin Gaustad & Stein reported no remaining iShares Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
Galvin Gaustad & Stein sold 1,145 iShares Russell 2000 ETF shares in Q4 2025, an estimated $277K.
Galvin Gaustad & Stein first reported a position in iShares Russell 2000 ETF in Q4 2020 and held it in 14 quarters.
Galvin Gaustad & Stein's iShares Russell 2000 ETF position peaked at $366K in Q4 2021.
2,590 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Galvin Gaustad & Stein's 13F filing for Q4 2025, filed 23 Jan 2026.