Granite Harbor Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Granite Harbor 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 Q2	$423K	Sell	2,571 -428	-14%	-$67.5K	0.17%	89
2026 Q1	$437K	Sell	2,999 -20	-0.7%	-$2.97K	0.19%	82
2025 Q4	$426K	Sell	3,019 -1,018	-25%	-$142K	0.18%	81
2025 Q3	$564K	Buy	+4,037	New	+$552K	0.24%	74

Other funds holding IWS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Granite Harbor Advisors reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 14% in Q2 2026, selling an estimated $67.5K and leaving 2,571 shares worth $423K. The position accounts for 0.17% of the portfolio, ranked #89.

Granite Harbor Advisors first reported a position in IWS in Q3 2025 and has held it in 4 quarters since. The position peaked at $564K in Q3 2025. 1,048 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Granite Harbor Advisors held 2,571 shares of iShares Russell Mid-Cap Value ETF worth $423K as of Q2 2026.
Granite Harbor Advisors sold 428 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $67.5K.
iShares Russell Mid-Cap Value ETF made up 0.17% of Granite Harbor Advisors's portfolio in Q2 2026, its #89 holding.
Granite Harbor Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
Granite Harbor Advisors's iShares Russell Mid-Cap Value ETF position peaked at $564K in Q3 2025.
1,048 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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