Granite Investment Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Granite Investment Partners’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 Q2	$7.03K	Hold	29	–	–	﹤0.01%	275
2026 Q1	$6.2K	Hold	29	–	–	﹤0.01%	261
2025 Q4	$6.1K	Hold	29	–	–	﹤0.01%	241
2025 Q3	$5.9K	Hold	29	–	–	﹤0.01%	248
2025 Q2	$5.63K	Hold	29	–	–	﹤0.01%	254
2025 Q1	$5.46K	Hold	29	–	–	﹤0.01%	255
2024 Q4	$5.37K	Hold	29	–	–	﹤0.01%	260
2024 Q3	$5.5K	Hold	29	–	–	﹤0.01%	244
2024 Q2	$5.06K	Hold	29	–	–	﹤0.01%	252
2024 Q1	$5.19K	Hold	29	–	–	﹤0.01%	259
2023 Q4	$4.79K	Hold	29	–	–	﹤0.01%	259
2023 Q3	$4.4K	Hold	29	–	–	﹤0.01%	259
2023 Q2	$4.58K	Hold	29	–	–	﹤0.01%	258
2023 Q1	$4.42K	Hold	29	–	–	﹤0.01%	254
2022 Q4	$4.4K	Hold	29	–	–	﹤0.01%	259
2022 Q3	$4K	Hold	29	–	–	﹤0.01%	259
2022 Q2	$4K	Buy	+29	New	+$4.54K	﹤0.01%	263
2022 Q1	–	Sell	-29	Closed	-$5K	–	279
2021 Q4	$5K	Hold	29	–	–	﹤0.01%	271
2021 Q3	$5K	Hold	29	–	–	﹤0.01%	272
2021 Q2	$5K	Hold	29	–	–	﹤0.01%	277
2021 Q1	$4K	Hold	29	–	–	﹤0.01%	270
2020 Q4	$4K	Hold	29	–	–	﹤0.01%	273
2020 Q3	$3K	Hold	29	–	–	﹤0.01%	271
2020 Q2	$3K	Hold	29	–	–	﹤0.01%	267
2020 Q1	$3K	Hold	29	–	–	﹤0.01%	270
2019 Q4	$4K	Hold	29	–	–	﹤0.01%	291
2019 Q3	$4K	Hold	29	–	–	﹤0.01%	349
2019 Q2	$4K	Buy	+29	New	+$3.63K	﹤0.01%	354

Other funds holding IWD

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

7WCP

71 West Capital Partners Boston, Massachusetts $2.89B AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Granite Investment Partners's IWD Position: Q2 2026 in Review

Granite Investment Partners held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 29 shares worth $7.03K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Granite Investment Partners first reported a position in IWD in Q2 2019 and has held it in 28 quarters since. 1,361 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Granite Investment Partners held 29 shares of iShares Russell 1000 Value ETF worth $7.03K as of Q2 2026.
Granite Investment Partners left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up ﹤0.01% of Granite Investment Partners's portfolio in Q2 2026, its #275 holding.
Granite Investment Partners first reported a position in iShares Russell 1000 Value ETF in Q2 2019 and has held it in 28 quarters since.
1,361 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Granite Investment Partners's 13F filing for Q2 2026, filed 7 Aug 2026.