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Granite Investment Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Granite Investment Partners’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
Q1 		– Sell
-403
Closed -$130K – 273
2025
Q4 		$130K Buy
403
+373
+1,243% +$121K 0.01% 229
2025
Q3 		$9.6K Hold
30
– – ﹤0.01% 246
2025
Q2 		$8.58K Hold
30
– – ﹤0.01% 253
2025
Q1 		$7.67K Sell
30
-829
-97% -$234K ﹤0.01% 254
2024
Q4 		$247K Sell
859
-192
-18% -$56.8K 0.01% 240
2024
Q3 		$298K Buy
1,051
+1,021
+3,403% +$280K 0.01% 227
2024
Q2 		$7.88K Hold
30
– – ﹤0.01% 251
2024
Q1 		$8.12K Hold
30
– – ﹤0.01% 258
2023
Q4 		$7.57K Hold
30
– – ﹤0.01% 258
2023
Q3 		$6.72K Hold
30
– – ﹤0.01% 258
2023
Q2 		$7.28K Hold
30
– – ﹤0.01% 257
2023
Q1 		$6.8K Hold
30
– – ﹤0.01% 253
2022
Q4 		$6.44K Sell
30
-395
-93% -$86.5K ﹤0.01% 258
2022
Q3 		$88K Sell
425
-1,115
-72% -$251K ﹤0.01% 253
2022
Q2 		$318K Buy
1,540
+1,510
+5,033% +$337K 0.01% 245
2022
Q1 		$8K Sell
30
-1,787
-98% -$457K ﹤0.01% 267
2021
Q4 		$532K Buy
1,817
+1,506
+484% +$454K 0.02% 239
2021
Q3 		$91K Buy
+311
New +$93.4K ﹤0.01% 263
2021
Q1 		– Sell
-195
Closed -$56K – 282
2020
Q4 		$56K Buy
+195
New +$49.7K ﹤0.01% 266
2020
Q1 		– Sell
-370
Closed -$79K – 292
2019
Q4 		$79K Buy
+370
New +$75.1K ﹤0.01% 278
2019
Q1 		– Sell
-4,788
Closed -$804K – 365
2018
Q4 		$804K Buy
+4,788
New +$893K 0.06% 190

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Granite Investment Partners's IWO Position: Q1 2026 in Review

Granite Investment Partners sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2026, closing a stake of 403 shares — an estimated $130K sold.

Granite Investment Partners first reported a position in IWO in Q4 2018 and held it in 21 quarters. The position peaked at $804K in Q4 2018. 1,025 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Granite Investment Partners reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Granite Investment Partners sold 403 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $130K.
  • Granite Investment Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and held it in 21 quarters.
  • Granite Investment Partners's iShares Russell 2000 Growth ETF position peaked at $804K in Q4 2018.
  • 1,025 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Granite Investment Partners's 13F filing for Q1 2026, filed 30 Apr 2026.