Granite FO LLC
IWD icon

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
Q3 		$228K Buy
919
+2
+0.2% +$506 0.12% 41
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
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Granite FO LLC's IWD Position: Q3 2026 in Review

Granite FO LLC increased its iShares Russell 1000 Value ETF (IWD) stake by 0.22% in Q3 2026, buying an estimated $506 and bringing the position to 919 shares worth $228K. The position accounts for 0.12% of the portfolio, ranked #41.

Granite FO LLC first reported a position in IWD in Q4 2022 and has held it in 15 quarters since. The position peaked at $320K in Q4 2022. 920 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Granite FO LLC held 919 shares of iShares Russell 1000 Value ETF worth $228K as of Q3 2026.
  • Granite FO LLC bought 2 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $506.
  • iShares Russell 1000 Value ETF made up 0.12% of Granite FO LLC's portfolio in Q3 2026, its #41 holding.
  • Granite FO LLC first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Granite FO LLC's iShares Russell 1000 Value ETF position peaked at $320K in Q4 2022.
  • 920 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Granite FO LLC's 13F filing for Q3 2026, filed 14 Oct 2026.