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Builder Investment Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Builder Investment Group’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.48M Buy
16,912
+1
+0% +$138 0.49% 41
2026
Q1 		$2.17M Hold
16,911
– – 0.47% 43
2025
Q4 		$2.32M Sell
16,911
-141
-0.8% -$19.7K 0.5% 38
2025
Q3 		$2.43M Buy
17,052
+826
+5% +$117K 0.55% 35
2025
Q2 		$2.25M Sell
16,226
-240
-1% -$30.4K 0.56% 37
2025
Q1 		$1.93M Buy
16,466
+100
+0.6% +$12.9K 0.55% 37
2024
Q4 		$2.07M Hold
16,366
– – 0.56% 35
2024
Q3 		$1.92M Buy
16,366
+26
+0.2% +$2.91K 0.52% 37
2024
Q2 		$1.8M Buy
16,340
+7,400
+83% +$813K 0.49% 37
2024
Q1 		$1.02M Buy
8,940
+430
+5% +$46.5K 0.3% 45
2023
Q4 		$889K Hold
8,510
– – 0.32% 47
2023
Q3 		$777K Hold
8,510
– – 0.31% 48
2023
Q2 		$822K Hold
8,510
– – 0.32% 47
2023
Q1 		$775K Hold
8,510
– – 0.34% 48
2022
Q4 		$711K Buy
+8,510
New +$716K 0.34% 49

Other funds holding IWP

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

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

Builder Investment Group increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.01% in Q2 2026, buying an estimated $138 and bringing the position to 16,912 shares worth $2.48M. The position accounts for 0.49% of the portfolio, ranked #41.

Builder Investment Group first reported a position in IWP in Q4 2022 and has held it in 15 quarters since. 294 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Builder Investment Group held 16,912 shares of iShares Russell Mid-Cap Growth ETF worth $2.48M as of Q2 2026.
  • Builder Investment Group bought 1 iShares Russell Mid-Cap Growth ETF share in Q2 2026, an estimated $138.
  • iShares Russell Mid-Cap Growth ETF made up 0.49% of Builder Investment Group's portfolio in Q2 2026, its #41 holding.
  • Builder Investment Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 294 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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