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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

FCBT

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Galvin Gaustad & Stein's IWS Position: Q2 2026 in Review

Galvin Gaustad & Stein increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 414% in Q2 2026, buying an estimated $1.2M and bringing the position to 9,454 shares worth $1.56M. The position accounts for 0.11% of the portfolio, ranked #110.

Galvin Gaustad & Stein first reported a position in IWS in Q2 2022 and has held it in 9 quarters since. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Galvin Gaustad & Stein held 9,454 shares of iShares Russell Mid-Cap Value ETF worth $1.56M as of Q2 2026.
Galvin Gaustad & Stein bought 7,613 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $1.2M.
iShares Russell Mid-Cap Value ETF made up 0.11% of Galvin Gaustad & Stein's portfolio in Q2 2026, its #110 holding.
Galvin Gaustad & Stein first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2022 and has held it in 9 quarters since.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q2 2026, filed 29 Jul 2026.