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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 2,740 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.
2,740 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.