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 Q3	$530K	Sell	3,300 -500	-13%	-$83.8K	0.34%	44
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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Zions Bancorporation, National Association Salt Lake City, Utah $1.65B AUM 19.43% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Granite Group Advisors's IWS Position: Q3 2026 in Review

Granite Group Advisors reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 13% in Q3 2026, selling an estimated $83.8K and leaving 3,300 shares worth $530K. The position accounts for 0.34% of the portfolio, ranked #44.

Granite Group Advisors first reported a position in IWS in Q4 2023 and has held it in 12 quarters since. The position peaked at $625K in Q2 2026. 706 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Granite Group Advisors held 3,300 shares of iShares Russell Mid-Cap Value ETF worth $530K as of Q3 2026.
Granite Group Advisors sold 500 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $83.8K.
iShares Russell Mid-Cap Value ETF made up 0.34% of Granite Group Advisors's portfolio in Q3 2026, its #44 holding.
Granite Group Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
Granite Group Advisors's iShares Russell Mid-Cap Value ETF position peaked at $625K in Q2 2026.
706 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

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