Granite FO LLC
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Granite FO LLC’s iShares Russell 2000 ETF IWM Stock Holding History

Granite FO LLC’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$53.4K Buy
192
+35
+22% +$10.3K 0.03% 77
2026
Q2 		$47.2K Hold
157
– – 0.02% 78
2026
Q1 		$38.9K Buy
157
+40
+34% +$10.3K 0.02% 79
2025
Q4 		$28.8K Hold
117
– – 0.02% 90
2025
Q3 		$28.3K Hold
117
– – 0.02% 98
2025
Q2 		$25.2K Hold
117
– – 0.01% 100
2025
Q1 		$23.3K Hold
117
– – 0.01% 103
2024
Q4 		$25.9K Hold
117
– – 0.01% 102
2024
Q3 		$25.8K Buy
+117
New +$25K 0.01% 103
2024
Q2 		– Sell
-117
Closed -$25.4K – 127
2024
Q1 		$25.4K Hold
117
– – 0.01% 106
2023
Q4 		$23.5K Hold
117
– – 0.02% 121
2023
Q3 		$20.7K Hold
117
– – 0.01% 127
2023
Q2 		$21.9K Hold
117
– – 0.02% 134
2023
Q1 		$20.5K Hold
117
– – 0.01% 183
2022
Q4 		$21.9K Buy
+117
New +$20.8K 0.02% 112

Other funds holding IWM

Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Accredited Investors
Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

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

Granite FO LLC increased its iShares Russell 2000 ETF (IWM) stake by 22% in Q3 2026, buying an estimated $10.3K and bringing the position to 192 shares worth $53.4K. The position accounts for 0.03% of the portfolio, ranked #77.

Granite FO LLC first reported a position in IWM in Q4 2022 and has held it in 15 quarters since. 1,420 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Granite FO LLC held 192 shares of iShares Russell 2000 ETF worth $53.4K as of Q3 2026.
  • Granite FO LLC bought 35 iShares Russell 2000 ETF shares in Q3 2026, an estimated $10.3K.
  • iShares Russell 2000 ETF made up 0.03% of Granite FO LLC's portfolio in Q3 2026, its #77 holding.
  • Granite FO LLC first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,420 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

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