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
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 $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Independent Advisor Alliance's ECG Position: Q1 2026 in Review

Independent Advisor Alliance increased its Everus Construction Group (ECG) stake by 3.2% in Q1 2026, buying an estimated $8.38K and bringing the position to 2,640 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

Independent Advisor Alliance first reported a position in ECG in Q3 2025 and has held it in 3 quarters since. 488 funds tracked by Wall St. Rank hold ECG as of Q1 2026.

  • Independent Advisor Alliance held 2,640 shares of Everus Construction Group worth $312K as of Q1 2026.
  • Independent Advisor Alliance bought 81 Everus Construction Group shares in Q1 2026, an estimated $8.38K.
  • Everus Construction Group made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1305 holding.
  • Independent Advisor Alliance first reported a position in Everus Construction Group in Q3 2025 and has held it in 3 quarters since.
  • 488 funds tracked by Wall St. Rank held Everus Construction Group as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.