Granite Bay Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Granite Bay Wealth Management’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$495K	Buy	2,042 +678	+50%	+$158K	0.05%	116
2026 Q1	$291K	Hold	1,364	–	–	0.06%	73
2025 Q4	$287K	Sell	1,364 -5	-0.4%	-$1.03K	0.07%	72
2025 Q3	$279K	Sell	1,369 -47	-3%	-$9.35K	0.07%	65
2025 Q2	$275K	Hold	1,416	–	–	0.09%	60
2025 Q1	$266K	Sell	1,416 -170	-11%	-$32.4K	0.09%	63
2024 Q4	$294K	Buy	+1,586	New	+$304K	0.11%	61

Other funds holding IWD

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Granite Bay Wealth Management's IWD Position: Q2 2026 in Review

Granite Bay Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 50% in Q2 2026, buying an estimated $158K and bringing the position to 2,042 shares worth $495K. The position accounts for 0.05% of the portfolio, ranked #116.

Granite Bay Wealth Management first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Granite Bay Wealth Management held 2,042 shares of iShares Russell 1000 Value ETF worth $495K as of Q2 2026.
Granite Bay Wealth Management bought 678 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $158K.
iShares Russell 1000 Value ETF made up 0.05% of Granite Bay Wealth Management's portfolio in Q2 2026, its #116 holding.
Granite Bay Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Granite Bay Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.