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

Galvin Gaustad & Stein’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-4,904
Closed -$1.08M – 263
2026
Q2 		$1.08M Buy
4,904
+528
+12% +$111K 0.08% 128
2026
Q1 		$830K Sell
4,376
-2,253
-34% -$436K 0.07% 141
2025
Q4 		$1.2M Buy
+6,629
New +$1.19M 0.09% 110
2023
Q1 		– Sell
-1,467
Closed -$203K – 169
2022
Q4 		$203K Buy
+1,467
New +$207K 0.02% 159
2022
Q3 		– Sell
-1,800
Closed -$245K – 166
2022
Q2 		$245K Hold
1,800
– – 0.02% 149
2022
Q1 		$290K Sell
1,800
-43
-2% -$6.86K 0.03% 143
2021
Q4 		$306K Sell
1,843
-85
-4% -$14.2K 0.03% 146
2021
Q3 		$309K Sell
1,928
-20
-1% -$3.21K 0.03% 148
2021
Q2 		$323K Sell
1,948
-53
-3% -$8.74K 0.03% 154
2021
Q1 		$319K Sell
2,001
-80
-4% -$12.1K 0.03% 157
2020
Q4 		$274K Buy
+2,081
New +$246K 0.03% 164

Other funds holding IWN

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FCM
Fell Capital Management Newport Beach, California $116M AUM 17.16% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

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

Galvin Gaustad & Stein sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2026, closing a stake of 4,904 shares — an estimated $1.08M sold.

Galvin Gaustad & Stein first reported a position in IWN in Q4 2020 and held it in 11 quarters. The position peaked at $1.2M in Q4 2025. 57 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • Galvin Gaustad & Stein reported no remaining iShares Russell 2000 Value ETF position as of Q3 2026 after selling out during the quarter.
  • Galvin Gaustad & Stein sold 4,904 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $1.08M.
  • Galvin Gaustad & Stein first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and held it in 11 quarters.
  • Galvin Gaustad & Stein's iShares Russell 2000 Value ETF position peaked at $1.2M in Q4 2025.
  • 57 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

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