Granite Islands Private Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$575K Buy
5,214
+1,518
+41% +$160K 0.43% 56
2026
Q1
$359K Sell
3,696
-79
-2% -$7.89K 0.33% 63
2025
Q4
$363K Buy
+3,775
New +$363K 0.33% 61

Other funds holding IWR

Granite Islands Private Wealth's IWR Position: Q2 2026 in Review

Granite Islands Private Wealth increased its iShares Russell Mid-Cap ETF (IWR) stake by 41% in Q2 2026, buying an estimated $160K and bringing the position to 5,214 shares worth $575K. The position accounts for 0.43% of the portfolio, ranked #56.

Granite Islands Private Wealth first reported a position in IWR in Q4 2025 and has held it in 3 quarters since. 1,586 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Granite Islands Private Wealth held 5,214 shares of iShares Russell Mid-Cap ETF worth $575K as of Q2 2026.
  • Granite Islands Private Wealth bought 1,518 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $160K.
  • iShares Russell Mid-Cap ETF made up 0.43% of Granite Islands Private Wealth's portfolio in Q2 2026, its #56 holding.
  • Granite Islands Private Wealth first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,586 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Granite Islands Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.