Builder Investment Group’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.37M	Sell	7,900 -151	-2%	-$42.4K	0.47%	44
2026 Q1	$2M	Sell	8,051 -16	-0.2%	-$4.13K	0.43%	44
2025 Q4	$1.99M	Buy	8,067 +2	+0%	+$492	0.43%	42
2025 Q3	$1.95M	Hold	8,065	–	–	0.44%	40
2025 Q2	$1.74M	Sell	8,065 -125	-2%	-$25.2K	0.43%	42
2025 Q1	$1.63M	Buy	8,190 +63	+0.8%	+$13.7K	0.46%	41
2024 Q4	$1.8M	Sell	8,127 -17	-0.2%	-$3.88K	0.49%	37
2024 Q3	$1.8M	Sell	8,144 -76	-0.9%	-$16.3K	0.48%	40
2024 Q2	$1.67M	Hold	8,220	–	–	0.46%	39
2024 Q1	$1.73M	Sell	8,220 -175	-2%	-$34.9K	0.5%	37
2023 Q4	$1.68M	Sell	8,395 -64	-0.8%	-$11.5K	0.61%	35
2023 Q3	$1.5M	Hold	8,459	–	–	0.59%	35
2023 Q2	$1.58M	Hold	8,459	–	–	0.62%	33
2023 Q1	$1.51M	Sell	8,459 -714	-8%	-$131K	0.66%	34
2022 Q4	$1.6M	Buy	+9,173	New	+$1.63M	0.76%	31

Other funds holding IWM

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Builder Investment Group reduced its iShares Russell 2000 ETF (IWM) stake by 1.9% in Q2 2026, selling an estimated $42.4K and leaving 7,900 shares worth $2.37M. The position accounts for 0.47% of the portfolio, ranked #44.

Builder Investment Group first reported a position in IWM in Q4 2022 and has held it in 15 quarters since. 1,035 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Builder Investment Group held 7,900 shares of iShares Russell 2000 ETF worth $2.37M as of Q2 2026.
Builder Investment Group sold 151 iShares Russell 2000 ETF shares in Q2 2026, an estimated $42.4K.
iShares Russell 2000 ETF made up 0.47% of Builder Investment Group's portfolio in Q2 2026, its #44 holding.
Builder Investment Group first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
1,035 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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