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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.38M	Sell	30,642 -274	-0.9%	-$28.8K	0.67%	32
2026 Q1	$3.01M	Hold	30,916	–	–	0.65%	31
2025 Q4	$2.98M	Sell	30,916 -240	-0.8%	-$23.1K	0.64%	31
2025 Q3	$3.01M	Sell	31,156 -9	-0%	-$853	0.68%	30
2025 Q2	$2.87M	Sell	31,165 -10	-0%	-$864	0.71%	31
2025 Q1	$2.65M	Buy	31,175 +40	+0.1%	+$3.57K	0.75%	31
2024 Q4	$2.75M	Buy	31,135 +1	+0%	+$91	0.75%	30
2024 Q3	$2.74M	Hold	31,134	–	–	0.74%	31
2024 Q2	$2.52M	Hold	31,134	–	–	0.69%	32
2024 Q1	$2.62M	Sell	31,134 -399	-1%	-$31.6K	0.76%	32
2023 Q4	$2.45M	Sell	31,533 -309	-1%	-$22K	0.88%	29
2023 Q3	$2.21M	Hold	31,842	–	–	0.87%	28
2023 Q2	$2.33M	Hold	31,842	–	–	0.91%	27
2023 Q1	$2.23M	Sell	31,842 -1,400	-4%	-$98.8K	0.97%	27
2022 Q4	$2.24M	Buy	+33,242	New	+$2.24M	1.06%	27

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Builder Investment Group reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.89% in Q2 2026, selling an estimated $28.8K and leaving 30,642 shares worth $3.38M. The position accounts for 0.67% of the portfolio, ranked #32.

Builder Investment Group first reported a position in IWR in Q4 2022 and has held it in 15 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Builder Investment Group held 30,642 shares of iShares Russell Mid-Cap ETF worth $3.38M as of Q2 2026.
Builder Investment Group sold 274 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $28.8K.
iShares Russell Mid-Cap ETF made up 0.67% of Builder Investment Group's portfolio in Q2 2026, its #32 holding.
Builder Investment Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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