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Granite Harbor Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Granite Harbor Advisors’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$444K Sell
1,126
-188
-14% -$68.6K 0.18% 86
2026
Q1 		$412K Sell
1,314
-207
-14% -$68.9K 0.18% 87
2025
Q4 		$491K Buy
1,521
+14
+0.9% +$4.55K 0.21% 76
2025
Q3 		$482K Buy
+1,507
New +$455K 0.2% 83

Other funds holding IWO

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

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

Granite Harbor Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 14% in Q2 2026, selling an estimated $68.6K and leaving 1,126 shares worth $444K. The position accounts for 0.18% of the portfolio, ranked #86.

Granite Harbor Advisors first reported a position in IWO in Q3 2025 and has held it in 4 quarters since. The position peaked at $491K in Q4 2025. 512 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Granite Harbor Advisors held 1,126 shares of iShares Russell 2000 Growth ETF worth $444K as of Q2 2026.
  • Granite Harbor Advisors sold 188 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $68.6K.
  • iShares Russell 2000 Growth ETF made up 0.18% of Granite Harbor Advisors's portfolio in Q2 2026, its #86 holding.
  • Granite Harbor Advisors first reported a position in iShares Russell 2000 Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • Granite Harbor Advisors's iShares Russell 2000 Growth ETF position peaked at $491K in Q4 2025.
  • 512 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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