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

Builder Investment Group’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	$256K	Hold	1,055	–	–	0.05%	97
2026 Q1	$225K	Hold	1,055	–	–	0.05%	96
2025 Q4	$222K	Hold	1,055	–	–	0.05%	98
2025 Q3	$215K	Hold	1,055	–	–	0.05%	100
2025 Q2	$205K	Buy	+1,055	New	+$195K	0.05%	101
2024 Q4	–	Sell	-1,055	Closed	-$200K	–	102
2024 Q3	$200K	Buy	+1,055	New	+$192K	0.05%	101
2023 Q2	–	Sell	-1,714	Closed	-$261K	–	96
2023 Q1	$261K	Sell	1,714 -292	-15%	-$45.1K	0.11%	80
2022 Q4	$304K	Buy	+2,006	New	+$300K	0.14%	71

Other funds holding IWD

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

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

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

Builder Investment Group held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,055 shares worth $256K. The position accounts for 0.05% of the portfolio, ranked #97.

Builder Investment Group first reported a position in IWD in Q4 2022 and has held it in 8 quarters since. The position peaked at $304K in Q4 2022. 506 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Builder Investment Group held 1,055 shares of iShares Russell 1000 Value ETF worth $256K as of Q2 2026.
Builder Investment Group left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.05% of Builder Investment Group's portfolio in Q2 2026, its #97 holding.
Builder Investment Group first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 8 quarters since.
Builder Investment Group's iShares Russell 1000 Value ETF position peaked at $304K in Q4 2022.
506 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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