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Builder Investment Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Builder Investment Group’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$242K Buy
+1,756
New +$232K 0.05% 100
2026
Q1 		– Sell
-1,756
Closed -$216K – 105
2025
Q4 		$216K Sell
1,756
-175
-9% -$21.4K 0.05% 100
2025
Q3 		$233K Hold
1,931
– – 0.05% 98
2025
Q2 		$213K Buy
+1,931
New +$191K 0.05% 99

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Builder Investment Group's IVW Position: Q2 2026 in Review

Builder Investment Group opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,756 shares worth $242K. The stake represents 0.05% of the portfolio and ranks #100 among its holdings. This is a return to the name: Builder Investment Group previously reported a position in IVW as recently as Q4 2025.

Builder Investment Group first reported a position in IVW in Q2 2025 and has held it in 4 quarters since. 554 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Builder Investment Group held 1,756 shares of iShares S&P 500 Growth ETF worth $242K as of Q2 2026.
  • iShares S&P 500 Growth ETF was a new Builder Investment Group position in Q2 2026.
  • iShares S&P 500 Growth ETF made up 0.05% of Builder Investment Group's portfolio in Q2 2026, its #100 holding.
  • Builder Investment Group first reported a position in iShares S&P 500 Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • 554 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Builder Investment Group's 13F filing for Q2 2026, filed 17 Jul 2026.