Granite Group Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Granite Group Advisors’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$533K	Sell	4,294 -2	-0%	-$241	0.32%	47
2026 Q1	$464K	Buy	4,296 +4	+0.1%	+$454	0.28%	52
2025 Q4	$508K	Hold	4,292	–	–	0.29%	48
2025 Q3	$503K	Hold	4,292	–	–	0.3%	42
2025 Q2	$456K	Hold	4,292	–	–	0.27%	41
2025 Q1	$387K	Buy	+4,292	New	+$423K	0.27%	41
2024 Q3	–	Sell	-2,520	Closed	-$230K	–	86
2024 Q2	$230K	Sell	2,520 -40	-2%	-$3.42K	0.17%	73
2024 Q1	$216K	Hold	2,560	–	–	0.15%	87
2023 Q4	$211K	Buy	+2,560	New	+$181K	0.15%	87

Other funds holding IWF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Granite Group Advisors's IWF Position: Q2 2026 in Review

Granite Group Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.05% in Q2 2026, selling an estimated $241 and leaving 4,294 shares worth $533K. The position accounts for 0.32% of the portfolio, ranked #47.

Granite Group Advisors first reported a position in IWF in Q4 2023 and has held it in 9 quarters since. 1,307 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Granite Group Advisors held 4,294 shares of iShares Russell 1000 Growth ETF worth $533K as of Q2 2026.
Granite Group Advisors sold 2 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $241.
iShares Russell 1000 Growth ETF made up 0.32% of Granite Group Advisors's portfolio in Q2 2026, its #47 holding.
Granite Group Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 9 quarters since.
1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Granite Group Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.