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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$257K	Sell	1,595 -7,859	-83%	-$1.32M	0.02%	235
2026 Q2	$1.56M	Buy	9,454 +7,613	+414%	+$1.2M	0.11%	110
2026 Q1	$268K	Sell	1,841 -10	-0.5%	-$1.48K	0.02%	226
2025 Q4	$261K	Buy	1,851 +62	+3%	+$8.67K	0.02%	225
2025 Q3	$250K	Buy	1,789 +198	+12%	+$27.1K	0.02%	188
2025 Q2	$210K	Buy	1,591 +2	+0.1%	+$251	0.02%	184
2025 Q1	$200K	Buy	+1,589	New	+$207K	0.02%	180
2023 Q1	–	Sell	-2,045	Closed	-$215K	–	171
2022 Q4	$215K	Sell	2,045 -570	-22%	-$59.8K	0.02%	154
2022 Q3	$251K	Sell	2,615 -97	-4%	-$10.4K	0.03%	141
2022 Q2	$275K	Buy	+2,712	New	+$303K	0.03%	141

Other funds holding IWS

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

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

Galvin Gaustad & Stein reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 83% in Q3 2026, selling an estimated $1.32M and leaving 1,595 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #235.

Galvin Gaustad & Stein first reported a position in IWS in Q2 2022 and has held it in 10 quarters since. The position peaked at $1.56M in Q2 2026. 450 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Galvin Gaustad & Stein held 1,595 shares of iShares Russell Mid-Cap Value ETF worth $257K as of Q3 2026.
Galvin Gaustad & Stein sold 7,859 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $1.32M.
iShares Russell Mid-Cap Value ETF made up 0.02% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #235 holding.
Galvin Gaustad & Stein first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2022 and has held it in 10 quarters since.
Galvin Gaustad & Stein's iShares Russell Mid-Cap Value ETF position peaked at $1.56M in Q2 2026.
450 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

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