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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$456K	Hold	2,062	–	–	0.09%	80
2026 Q1	$391K	Sell	2,062 -25	-1%	-$4.84K	0.08%	78
2025 Q4	$378K	Hold	2,087	–	–	0.08%	79
2025 Q3	$369K	Buy	2,087 +162	+8%	+$27.3K	0.08%	77
2025 Q2	$304K	Hold	1,925	–	–	0.08%	84
2025 Q1	$291K	Hold	1,925	–	–	0.08%	82
2024 Q4	$316K	Hold	1,925	–	–	0.09%	80
2024 Q3	$321K	Hold	1,925	–	–	0.09%	78
2024 Q2	$293K	Hold	1,925	–	–	0.08%	78
2024 Q1	$306K	Hold	1,925	–	–	0.09%	79
2023 Q4	$299K	Hold	1,925	–	–	0.11%	83
2023 Q3	$261K	Hold	1,925	–	–	0.1%	81
2023 Q2	$271K	Hold	1,925	–	–	0.11%	80
2023 Q1	$264K	Hold	1,925	–	–	0.12%	79
2022 Q4	$267K	Buy	+1,925	New	+$272K	0.13%	74

Other funds holding IWN

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Builder Investment Group held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 2,062 shares worth $456K. The position accounts for 0.09% of the portfolio, ranked #80.

Builder Investment Group first reported a position in IWN in Q4 2022 and has held it in 15 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Builder Investment Group held 2,062 shares of iShares Russell 2000 Value ETF worth $456K as of Q2 2026.
Builder Investment Group left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.09% of Builder Investment Group's portfolio in Q2 2026, its #80 holding.
Builder Investment Group first reported a position in iShares Russell 2000 Value ETF in Q4 2022 and has held it in 15 quarters since.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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