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 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

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

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

TCIIS

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

Galvin Gaustad & Stein reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.54% in Q1 2026, selling an estimated $1.48K and leaving 1,841 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #226.

Galvin Gaustad & Stein first reported a position in IWS in Q2 2022 and has held it in 8 quarters since. The position peaked at $275K in Q2 2022. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Galvin Gaustad & Stein held 1,841 shares of iShares Russell Mid-Cap Value ETF worth $268K as of Q1 2026.
Galvin Gaustad & Stein sold 10 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $1.48K.
iShares Russell Mid-Cap Value ETF made up 0.02% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #226 holding.
Galvin Gaustad & Stein first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2022 and has held it in 8 quarters since.
Galvin Gaustad & Stein's iShares Russell Mid-Cap Value ETF position peaked at $275K in Q2 2022.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

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