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

Builder Investment Group’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$418K Hold
2,540
– – 0.08% 85
2026
Q1 		$370K Hold
2,540
– – 0.08% 80
2025
Q4 		$358K Sell
2,540
-31
-1% -$4.33K 0.08% 81
2025
Q3 		$359K Hold
2,571
– – 0.08% 78
2025
Q2 		$340K Hold
2,571
– – 0.08% 79
2025
Q1 		$324K Hold
2,571
– – 0.09% 77
2024
Q4 		$333K Sell
2,571
-50
-2% -$6.69K 0.09% 78
2024
Q3 		$347K Sell
2,621
-42
-2% -$5.31K 0.09% 75
2024
Q2 		$322K Sell
2,663
-21
-0.8% -$2.55K 0.09% 76
2024
Q1 		$336K Sell
2,684
-37
-1% -$4.36K 0.1% 76
2023
Q4 		$316K Hold
2,721
– – 0.11% 80
2023
Q3 		$284K Hold
2,721
– – 0.11% 78
2023
Q2 		$299K Sell
2,721
-115
-4% -$12.1K 0.12% 76
2023
Q1 		$301K Hold
2,836
– – 0.13% 75
2022
Q4 		$299K Buy
+2,836
New +$297K 0.14% 72

Other funds holding IWS

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
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

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

Builder Investment Group held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 2,540 shares worth $418K. The position accounts for 0.08% of the portfolio, ranked #85.

Builder Investment Group first reported a position in IWS in Q4 2022 and has held it in 15 quarters since. 225 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Builder Investment Group held 2,540 shares of iShares Russell Mid-Cap Value ETF worth $418K as of Q2 2026.
  • Builder Investment Group left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.08% of Builder Investment Group's portfolio in Q2 2026, its #85 holding.
  • Builder Investment Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 225 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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