Granite Harbor Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Granite Harbor Advisors’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$523K	Sell	3,575 -596	-14%	-$82.2K	0.21%	77
2026 Q1	$534K	Sell	4,171 -21	-0.5%	-$2.84K	0.23%	76
2025 Q4	$574K	Buy	4,192 +45	+1%	+$6.29K	0.24%	67
2025 Q3	$591K	Buy	+4,147	New	+$586K	0.25%	71

Other funds holding IWP

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

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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

ZBNA

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

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

Granite Harbor Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 14% in Q2 2026, selling an estimated $82.2K and leaving 3,575 shares worth $523K. The position accounts for 0.21% of the portfolio, ranked #77.

Granite Harbor Advisors first reported a position in IWP in Q3 2025 and has held it in 4 quarters since. The position peaked at $591K in Q3 2025. 591 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Granite Harbor Advisors held 3,575 shares of iShares Russell Mid-Cap Growth ETF worth $523K as of Q2 2026.
Granite Harbor Advisors sold 596 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $82.2K.
iShares Russell Mid-Cap Growth ETF made up 0.21% of Granite Harbor Advisors's portfolio in Q2 2026, its #77 holding.
Granite Harbor Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
Granite Harbor Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $591K in Q3 2025.
591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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