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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
Q3 		$239K Hold
669
– – 0.02% 243
2026
Q2 		$264K Hold
669
– – 0.02% 239
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

LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

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

Galvin Gaustad & Stein held its iShares Russell 2000 Growth ETF (IWO) position steady in Q3 2026 at 669 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #243.

Galvin Gaustad & Stein first reported a position in IWO in Q4 2020 and has held it in 14 quarters since. The position peaked at $351K in Q4 2020. 43 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • Galvin Gaustad & Stein held 669 shares of iShares Russell 2000 Growth ETF worth $239K as of Q3 2026.
  • Galvin Gaustad & Stein left its iShares Russell 2000 Growth ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 Growth ETF made up 0.02% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #243 holding.
  • Galvin Gaustad & Stein first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and has held it in 14 quarters since.
  • Galvin Gaustad & Stein's iShares Russell 2000 Growth ETF position peaked at $351K in Q4 2020.
  • 43 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

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