Galvin Gaustad & Stein’s iShares Russell Mid-Cap ETF IWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$288K	Hold	2,964	–	–	0.02%	218
2025 Q4	$285K	Hold	2,964	–	–	0.02%	217
2025 Q3	$286K	Hold	2,964	–	–	0.02%	172
2025 Q2	$273K	Hold	2,964	–	–	0.02%	168
2025 Q1	$252K	Hold	2,964	–	–	0.02%	164
2024 Q4	$262K	Hold	2,964	–	–	0.02%	167
2024 Q3	$261K	Hold	2,964	–	–	0.02%	158
2024 Q2	$240K	Sell	2,964 -50	-2%	-$4.07K	0.02%	159
2024 Q1	$253K	Hold	3,014	–	–	0.02%	160
2023 Q4	$234K	Sell	3,014 -124	-4%	-$8.81K	0.02%	171
2023 Q3	$217K	Sell	3,138 -4	-0.1%	-$292	0.02%	163
2023 Q2	$229K	Sell	3,142 -72	-2%	-$5.01K	0.02%	156
2023 Q1	$225K	Sell	3,214 -152	-5%	-$10.7K	0.02%	152
2022 Q4	$227K	Sell	3,366 -88	-3%	-$5.93K	0.02%	151
2022 Q3	$215K	Sell	3,454 -769	-18%	-$52.9K	0.02%	155
2022 Q2	$273K	Buy	4,223 +400	+10%	+$28.5K	0.03%	142
2022 Q1	$298K	Hold	3,823	–	–	0.03%	142
2021 Q4	$317K	Sell	3,823 -132	-3%	-$10.8K	0.03%	145
2021 Q3	$309K	Sell	3,955 -1,308	-25%	-$105K	0.03%	149
2021 Q2	$417K	Hold	5,263	–	–	0.04%	143
2021 Q1	$389K	Hold	5,263	–	–	0.04%	142
2020 Q4	$361K	Buy	+5,263	New	+$335K	0.04%	144

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

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

Galvin Gaustad & Stein held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 2,964 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #218.

Galvin Gaustad & Stein first reported a position in IWR in Q4 2020 and has held it in 22 quarters since. The position peaked at $417K in Q2 2021. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Galvin Gaustad & Stein held 2,964 shares of iShares Russell Mid-Cap ETF worth $288K as of Q1 2026.
Galvin Gaustad & Stein left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.02% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #218 holding.
Galvin Gaustad & Stein first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
Galvin Gaustad & Stein's iShares Russell Mid-Cap ETF position peaked at $417K in Q2 2021.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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