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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

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 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. 425 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.
  • 425 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.