Granite FO LLC’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$264K	Hold	612	–	–	0.14%	37
2026 Q2	$261K	Hold	612	–	–	0.14%	37
2026 Q1	$227K	Hold	612	–	–	0.13%	41
2025 Q4	$237K	Hold	612	–	–	0.13%	43
2025 Q3	$232K	Hold	612	–	–	0.13%	46
2025 Q2	$215K	Hold	612	–	–	0.12%	44
2025 Q1	$194K	Hold	612	–	–	0.11%	51
2024 Q4	$205K	Hold	612	–	–	0.12%	47
2024 Q3	$200K	Buy	+612	New	+$193K	0.11%	52
2024 Q2	–	Sell	-612	Closed	-$195K	–	128
2024 Q1	$195K	Hold	612	–	–	0.11%	53
2023 Q4	$168K	Hold	612	–	–	0.11%	56
2023 Q3	$150K	Hold	612	–	–	0.11%	58
2023 Q2	$156K	Hold	612	–	–	0.11%	57
2023 Q1	$146K	Hold	612	–	–	0.09%	89
2022 Q4	$144K	Buy	+612	New	+$136K	0.11%	58

Other funds holding IWV

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return

Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $242M AUM 17.51% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

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

Granite FO LLC held its iShares Russell 3000 ETF (IWV) position steady in Q3 2026 at 612 shares worth $264K. The position accounts for 0.14% of the portfolio, ranked #37.

Granite FO LLC first reported a position in IWV in Q4 2022 and has held it in 15 quarters since. 365 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

Granite FO LLC held 612 shares of iShares Russell 3000 ETF worth $264K as of Q3 2026.
Granite FO LLC left its iShares Russell 3000 ETF share count unchanged in Q3 2026.
iShares Russell 3000 ETF made up 0.14% of Granite FO LLC's portfolio in Q3 2026, its #37 holding.
Granite FO LLC first reported a position in iShares Russell 3000 ETF in Q4 2022 and has held it in 15 quarters since.
365 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

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