Builder Investment Group’s iShares Russell 1000 ETF IWB Stock Holding History

Builder Investment Group’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$325K	Hold	793	–	–	0.06%	91
2026 Q1	$283K	Hold	793	–	–	0.06%	90
2025 Q4	$296K	Hold	793	–	–	0.06%	88
2025 Q3	$290K	Hold	793	–	–	0.07%	87
2025 Q2	$269K	Hold	793	–	–	0.07%	89
2025 Q1	$243K	Hold	793	–	–	0.07%	87
2024 Q4	$255K	Hold	793	–	–	0.07%	90
2024 Q3	$249K	Hold	793	–	–	0.07%	86
2024 Q2	$236K	Hold	793	–	–	0.06%	87
2024 Q1	$228K	Hold	793	–	–	0.07%	97
2023 Q4	$208K	Buy	+793	New	+$194K	0.07%	98

Other funds holding IWB

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

BFP

Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return

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

Builder Investment Group held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 793 shares worth $325K. The position accounts for 0.06% of the portfolio, ranked #91.

Builder Investment Group first reported a position in IWB in Q4 2023 and has held it in 11 quarters since. 365 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Builder Investment Group held 793 shares of iShares Russell 1000 ETF worth $325K as of Q2 2026.
Builder Investment Group left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.06% of Builder Investment Group's portfolio in Q2 2026, its #91 holding.
Builder Investment Group first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 11 quarters since.
365 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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