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 Q3	$2.36M	Sell	9,537 -150	-2%	-$37.9K	0.9%	26
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

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

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

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return

Granite Harbor Advisors's IWD Position: Q3 2026 in Review

Granite Harbor Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.5% in Q3 2026, selling an estimated $37.9K and leaving 9,537 shares worth $2.36M. The position accounts for 0.9% of the portfolio, ranked #26.

Granite Harbor Advisors first reported a position in IWD in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.61M in Q4 2025. 1,450 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Granite Harbor Advisors held 9,537 shares of iShares Russell 1000 Value ETF worth $2.36M as of Q3 2026.
Granite Harbor Advisors sold 150 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $37.9K.
iShares Russell 1000 Value ETF made up 0.9% of Granite Harbor Advisors's portfolio in Q3 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 5 quarters since.
Granite Harbor Advisors's iShares Russell 1000 Value ETF position peaked at $2.61M in Q4 2025.
1,450 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Granite Harbor Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.