IWA
ECG

IVC Wealth Advisors’s Everus Construction Group ECG Stock Holding History

IVC Wealth Advisors’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 		$700K Sell
4,217
-130
-3% -$19K 0.27% 67
2026
Q1 		$513K Buy
4,347
+5
+0.1% +$517 0.22% 86
2025
Q4 		$372K Sell
4,342
-125
-3% -$11.2K 0.16% 113
2025
Q3 		$383K Sell
4,467
-200
-4% -$14.9K 0.17% 109
2025
Q2 		$296K Buy
+4,667
New +$236K 0.14% 127

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 $3.37T AUM 44.26% 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

IVC Wealth Advisors's ECG Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Everus Construction Group (ECG) stake by 3% in Q2 2026, selling an estimated $19K and leaving 4,217 shares worth $700K. The position accounts for 0.27% of the portfolio, ranked #67.

IVC Wealth Advisors first reported a position in ECG in Q2 2025 and has held it in 5 quarters since. 536 funds tracked by Wall St. Rank hold ECG as of Q2 2026.

  • IVC Wealth Advisors held 4,217 shares of Everus Construction Group worth $700K as of Q2 2026.
  • IVC Wealth Advisors sold 130 Everus Construction Group shares in Q2 2026, an estimated $19K.
  • Everus Construction Group made up 0.27% of IVC Wealth Advisors's portfolio in Q2 2026, its #67 holding.
  • IVC Wealth Advisors first reported a position in Everus Construction Group in Q2 2025 and has held it in 5 quarters since.
  • 536 funds tracked by Wall St. Rank held Everus Construction Group as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.