Granite FO LLC’s iShares Russell 1000 Value ETF IWD Stock Holding History

Granite FO LLC’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	$222K	Buy	917 +2	+0.2%	+$466	0.12%	42
2026 Q1	$196K	Buy	915 +2	+0.2%	+$438	0.12%	47
2025 Q4	$192K	Buy	913 +2	+0.2%	+$413	0.1%	50
2025 Q3	$185K	Buy	911 +2	+0.2%	+$398	0.1%	52
2025 Q2	$176K	Buy	909 +3	+0.3%	+$556	0.1%	51
2025 Q1	$171K	Buy	906 +2	+0.2%	+$381	0.1%	53
2024 Q4	$167K	Buy	904 +2	+0.2%	+$384	0.1%	54
2024 Q3	$171K	Buy	+902	New	+$164K	0.1%	55
2024 Q2	–	Sell	-899	Closed	-$167K	–	126
2024 Q1	$167K	Buy	899 +4	+0.4%	+$677	0.1%	57
2023 Q4	$148K	Buy	895 +6	+0.7%	+$927	0.1%	61
2023 Q3	$135K	Hold	889	–	–	0.09%	61
2023 Q2	$140K	Buy	889 +2	+0.2%	+$306	0.1%	63
2023 Q1	$137K	Sell	887 -1,126	-56%	-$174K	0.08%	96
2022 Q4	$320K	Buy	+2,013	New	+$301K	0.25%	31

Other funds holding IWD

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Granite FO LLC's IWD Position: Q2 2026 in Review

Granite FO LLC increased its iShares Russell 1000 Value ETF (IWD) stake by 0.22% in Q2 2026, buying an estimated $466 and bringing the position to 917 shares worth $222K. The position accounts for 0.12% of the portfolio, ranked #42.

Granite FO LLC first reported a position in IWD in Q4 2022 and has held it in 14 quarters since. The position peaked at $320K in Q4 2022. 1,000 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Granite FO LLC held 917 shares of iShares Russell 1000 Value ETF worth $222K as of Q2 2026.
Granite FO LLC bought 2 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $466.
iShares Russell 1000 Value ETF made up 0.12% of Granite FO LLC's portfolio in Q2 2026, its #42 holding.
Granite FO LLC first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 14 quarters since.
Granite FO LLC's iShares Russell 1000 Value ETF position peaked at $320K in Q4 2022.
1,000 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Granite FO LLC's 13F filing for Q2 2026, filed 15 Jul 2026.