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Granite Harbor Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Granite Harbor Advisors’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.35M Sell
9,687
-625
-6% -$146K 0.93% 26
2026
Q1 		$2.2M Sell
10,312
-2,095
-17% -$459K 0.96% 25
2025
Q4 		$2.61M Buy
12,407
+136
+1% +$28.1K 1.1% 22
2025
Q3 		$2.5M Buy
+12,271
New +$2.44M 1.05% 23

Other funds holding IWD

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Granite Harbor Advisors's IWD Position: Q2 2026 in Review

Granite Harbor Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 6.1% in Q2 2026, selling an estimated $146K and leaving 9,687 shares worth $2.35M. The position accounts for 0.93% of the portfolio, ranked #26.

Granite Harbor Advisors first reported a position in IWD in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.61M in Q4 2025. 1,000 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Granite Harbor Advisors held 9,687 shares of iShares Russell 1000 Value ETF worth $2.35M as of Q2 2026.
  • Granite Harbor Advisors sold 625 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $146K.
  • iShares Russell 1000 Value ETF made up 0.93% of Granite Harbor Advisors's portfolio in Q2 2026, its #26 holding.
  • Granite Harbor Advisors first reported a position in iShares Russell 1000 Value ETF in Q3 2025 and has held it in 4 quarters since.
  • Granite Harbor Advisors's iShares Russell 1000 Value ETF position peaked at $2.61M in Q4 2025.
  • 1,000 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Granite Harbor Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.