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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$210K	Sell	669 -71	-10%	-$23.6K	0.02%	246
2025 Q4	$239K	Buy	740 +61	+9%	+$19.8K	0.02%	233
2025 Q3	$217K	Buy	+679	New	+$205K	0.02%	200
2023 Q1	–	Sell	-1,280	Closed	-$275K	–	170
2022 Q4	$275K	Sell	1,280 -43	-3%	-$9.42K	0.03%	137
2022 Q3	$273K	Sell	1,323 -152	-10%	-$34.2K	0.03%	138
2022 Q2	$304K	Buy	1,475 +484	+49%	+$108K	0.03%	137
2022 Q1	$253K	Hold	991	–	–	0.02%	152
2021 Q4	$290K	Hold	991	–	–	0.03%	150
2021 Q3	$291K	Hold	991	–	–	0.03%	154
2021 Q2	$309K	Hold	991	–	–	0.03%	160
2021 Q1	$298K	Sell	991 -235	-19%	-$72.9K	0.03%	158
2020 Q4	$351K	Buy	+1,226	New	+$312K	0.04%	146

Other funds holding IWO

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Galvin Gaustad & Stein reduced its iShares Russell 2000 Growth ETF (IWO) stake by 9.6% in Q1 2026, selling an estimated $23.6K and leaving 669 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #246.

Galvin Gaustad & Stein first reported a position in IWO in Q4 2020 and has held it in 12 quarters since. The position peaked at $351K in Q4 2020. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Galvin Gaustad & Stein held 669 shares of iShares Russell 2000 Growth ETF worth $210K as of Q1 2026.
Galvin Gaustad & Stein sold 71 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $23.6K.
iShares Russell 2000 Growth ETF made up 0.02% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #246 holding.
Galvin Gaustad & Stein first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and has held it in 12 quarters since.
Galvin Gaustad & Stein's iShares Russell 2000 Growth ETF position peaked at $351K in Q4 2020.
1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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