Granite FO LLC’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Granite FO LLC’s Portfolio IWS Stock Details IWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,750	Closed	-$388K	–	173
2025 Q4	$388K	Hold	2,750	–	–	0.21%	39
2025 Q3	$384K	Sell	2,750 -1,293	-32%	-$177K	0.21%	38
2025 Q2	$534K	Hold	4,043	–	–	0.3%	30
2025 Q1	$509K	Hold	4,043	–	–	0.29%	33
2024 Q4	$523K	Hold	4,043	–	–	0.3%	32
2024 Q3	$535K	Hold	4,043	–	–	0.3%	33
2024 Q2	$488K	Hold	4,043	–	–	0.31%	34
2024 Q1	$521K	Hold	4,043	–	–	0.31%	33
2023 Q4	$470K	Hold	4,043	–	–	0.31%	34
2023 Q3	$422K	Hold	4,043	–	–	0.3%	35
2023 Q2	$444K	Hold	4,043	–	–	0.3%	34
2023 Q1	$429K	Buy	4,043 +2,586	+177%	+$282K	0.26%	46
2022 Q4	$163K	Buy	+1,457	New	+$153K	0.13%	52

Other funds holding IWS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Granite FO LLC's IWS Position: Q1 2026 in Review

Granite FO LLC sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2026, closing a stake of 2,750 shares — an estimated $388K sold.

Granite FO LLC first reported a position in IWS in Q4 2022 and held it in 13 quarters. The position peaked at $535K in Q3 2024. 990 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Granite FO LLC reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Granite FO LLC sold 2,750 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $388K.
Granite FO LLC first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2022 and held it in 13 quarters.
Granite FO LLC's iShares Russell Mid-Cap Value ETF position peaked at $535K in Q3 2024.
990 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Granite FO LLC's 13F filing for Q1 2026, filed 10 Apr 2026.