IAA
ECG

Independent Advisor Alliance’s Everus Construction Group ECG Stock Holding History

Independent Advisor Alliance’s Portfolio ECG Stock Details ECG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$445K Buy
2,682
+42
+2% +$6.15K 0.01% 711
2026
Q1 		$312K Buy
2,640
+81
+3% +$8.38K ﹤0.01% 1305
2025
Q4 		$219K Hold
2,559
– – 0.01% 907
2025
Q3 		$219K Buy
+2,559
New +$190K 0.01% 861

Other funds holding ECG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Independent Advisor Alliance's ECG Position: Q2 2026 in Review

Independent Advisor Alliance increased its Everus Construction Group (ECG) stake by 1.6% in Q2 2026, buying an estimated $6.15K and bringing the position to 2,682 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #711.

Independent Advisor Alliance first reported a position in ECG in Q3 2025 and has held it in 4 quarters since. 539 funds tracked by Wall St. Rank hold ECG as of Q2 2026.

  • Independent Advisor Alliance held 2,682 shares of Everus Construction Group worth $445K as of Q2 2026.
  • Independent Advisor Alliance bought 42 Everus Construction Group shares in Q2 2026, an estimated $6.15K.
  • Everus Construction Group made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #711 holding.
  • Independent Advisor Alliance first reported a position in Everus Construction Group in Q3 2025 and has held it in 4 quarters since.
  • 539 funds tracked by Wall St. Rank held Everus Construction Group as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.