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 Q3	$413K	Hold	2,571	–	–	0.16%	91
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

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

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

Commerce Bank Kansas City, Missouri $22.9B AUM 22.61% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

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

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

Granite Harbor Advisors held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q3 2026 at 2,571 shares worth $413K. The position accounts for 0.16% of the portfolio, ranked #91.

Granite Harbor Advisors first reported a position in IWS in Q3 2025 and has held it in 5 quarters since. The position peaked at $564K in Q3 2025. 858 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Granite Harbor Advisors held 2,571 shares of iShares Russell Mid-Cap Value ETF worth $413K as of Q3 2026.
Granite Harbor Advisors left its iShares Russell Mid-Cap Value ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap Value ETF made up 0.16% of Granite Harbor Advisors's portfolio in Q3 2026, its #91 holding.
Granite Harbor Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2025 and has held it in 5 quarters since.
Granite Harbor Advisors's iShares Russell Mid-Cap Value ETF position peaked at $564K in Q3 2025.
858 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

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