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Galvin Gaustad & Stein’s iShares Russell 3000 ETF IWV Stock Holding History

Galvin Gaustad & Stein’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$293K Buy
791
+2
+0.3% +$774 0.02% 214
2025
Q4 		$305K Buy
+789
New +$303K 0.02% 212

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Galvin Gaustad & Stein increased its iShares Russell 3000 ETF (IWV) stake by 0.25% in Q1 2026, buying an estimated $774 and bringing the position to 791 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #214.

Galvin Gaustad & Stein first reported a position in IWV in Q4 2025 and has held it in 2 quarters since. The position peaked at $305K in Q4 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Galvin Gaustad & Stein held 791 shares of iShares Russell 3000 ETF worth $293K as of Q1 2026.
  • Galvin Gaustad & Stein bought 2 iShares Russell 3000 ETF shares in Q1 2026, an estimated $774.
  • iShares Russell 3000 ETF made up 0.02% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #214 holding.
  • Galvin Gaustad & Stein first reported a position in iShares Russell 3000 ETF in Q4 2025 and has held it in 2 quarters since.
  • Galvin Gaustad & Stein's iShares Russell 3000 ETF position peaked at $305K in Q4 2025.
  • 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

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