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 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Granite FO LLC held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 612 shares worth $261K. 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 14 quarters since. 911 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Granite FO LLC held 612 shares of iShares Russell 3000 ETF worth $261K as of Q2 2026.
Granite FO LLC left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.14% of Granite FO LLC's portfolio in Q2 2026, its #37 holding.
Granite FO LLC first reported a position in iShares Russell 3000 ETF in Q4 2022 and has held it in 14 quarters since.
911 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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