Granite Group Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Granite Group Advisors’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 Q2	$625K	Hold	3,800	–	–	0.37%	42
2026 Q1	$563K	Hold	3,800	–	–	0.34%	46
2025 Q4	$536K	Hold	3,800	–	–	0.3%	42
2025 Q3	$531K	Hold	3,800	–	–	0.32%	38
2025 Q2	$502K	Hold	3,800	–	–	0.3%	38
2025 Q1	$479K	Hold	3,800	–	–	0.33%	35
2024 Q4	$491K	Hold	3,800	–	–	0.31%	35
2024 Q3	$503K	Hold	3,800	–	–	0.32%	34
2024 Q2	$459K	Hold	3,800	–	–	0.35%	39
2024 Q1	$476K	Hold	3,800	–	–	0.32%	51
2023 Q4	$463K	Buy	+3,800	New	+$405K	0.33%	50

Other funds holding IWS

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

FCBT

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

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

ZBNA

Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

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

Granite Group Advisors held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 3,800 shares worth $625K. The position accounts for 0.37% of the portfolio, ranked #42.

Granite Group Advisors first reported a position in IWS in Q4 2023 and has held it in 11 quarters since. 488 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Granite Group Advisors held 3,800 shares of iShares Russell Mid-Cap Value ETF worth $625K as of Q2 2026.
Granite Group Advisors left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.37% of Granite Group Advisors's portfolio in Q2 2026, its #42 holding.
Granite Group Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
488 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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