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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$785K	Hold	6,320	–	–	0.16%	60
2026 Q1	$674K	Hold	6,320	–	–	0.15%	63
2025 Q4	$748K	Sell	6,320 -380	-6%	-$45K	0.16%	60
2025 Q3	$785K	Hold	6,700	–	–	0.18%	56
2025 Q2	$711K	Sell	6,700 -320	-5%	-$30.6K	0.18%	58
2025 Q1	$634K	Hold	7,020	–	–	0.18%	59
2024 Q4	$705K	Hold	7,020	–	–	0.19%	57
2024 Q3	$659K	Hold	7,020	–	–	0.18%	58
2024 Q2	$640K	Hold	7,020	–	–	0.17%	57
2024 Q1	$592K	Buy	7,020 +700	+11%	+$56.4K	0.17%	57
2023 Q4	$479K	Hold	6,320	–	–	0.17%	64
2023 Q3	$420K	Hold	6,320	–	–	0.17%	67
2023 Q2	$435K	Hold	6,320	–	–	0.17%	64
2023 Q1	$386K	Hold	6,320	–	–	0.17%	63
2022 Q4	$338K	Buy	+6,320	New	+$348K	0.16%	68

Other funds holding IWF

WPW

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

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

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

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

CMA

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

SGAM

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

MWM

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

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

MAM

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

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

Builder Investment Group held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 6,320 shares worth $785K. The position accounts for 0.16% of the portfolio, ranked #60.

Builder Investment Group first reported a position in IWF in Q4 2022 and has held it in 15 quarters since. 623 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Builder Investment Group held 6,320 shares of iShares Russell 1000 Growth ETF worth $785K as of Q2 2026.
Builder Investment Group left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.16% of Builder Investment Group's portfolio in Q2 2026, its #60 holding.
Builder Investment Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
623 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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