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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
Q3 		$342K Buy
793
+1
+0.1% +$432 0.03% 206
2026
Q2 		$338K Buy
792
+1
+0.1% +$412 0.02% 219
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

TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return

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

Galvin Gaustad & Stein increased its iShares Russell 3000 ETF (IWV) stake by 0.13% in Q3 2026, buying an estimated $432 and bringing the position to 793 shares worth $342K. The position accounts for 0.03% of the portfolio, ranked #206.

Galvin Gaustad & Stein first reported a position in IWV in Q4 2025 and has held it in 4 quarters since. 46 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

  • Galvin Gaustad & Stein held 793 shares of iShares Russell 3000 ETF worth $342K as of Q3 2026.
  • Galvin Gaustad & Stein bought 1 iShares Russell 3000 ETF share in Q3 2026, an estimated $432.
  • iShares Russell 3000 ETF made up 0.03% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #206 holding.
  • Galvin Gaustad & Stein first reported a position in iShares Russell 3000 ETF in Q4 2025 and has held it in 4 quarters since.
  • 46 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

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