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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
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

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

Granite FO LLC held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 157 shares worth $47.2K. The position accounts for 0.02% of the portfolio, ranked #78.

Granite FO LLC first reported a position in IWM in Q4 2022 and has held it in 14 quarters since. 1,350 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Granite FO LLC held 157 shares of iShares Russell 2000 ETF worth $47.2K as of Q2 2026.
  • Granite FO LLC left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.02% of Granite FO LLC's portfolio in Q2 2026, its #78 holding.
  • Granite FO LLC first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,350 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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