Integris Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Integris Wealth Management’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$471K	Hold	1,900	–	–	0.09%	74
2026 Q2	$461K	Hold	1,900	–	–	0.09%	74
2026 Q1	$406K	Hold	1,900	–	–	0.09%	73
2025 Q4	$400K	Hold	1,900	–	–	0.09%	79
2025 Q3	$387K	Hold	1,900	–	–	0.09%	80
2025 Q2	$369K	Hold	1,900	–	–	0.1%	76
2025 Q1	$358K	Hold	1,900	–	–	0.1%	72
2024 Q4	$352K	Hold	1,900	–	–	0.1%	72
2024 Q3	$361K	Hold	1,900	–	–	0.1%	67
2024 Q2	$331K	Hold	1,900	–	–	0.1%	67
2024 Q1	$340K	Hold	1,900	–	–	0.09%	64
2023 Q4	$314K	Hold	1,900	–	–	0.09%	68
2023 Q3	$288K	Sell	1,900 -72	-4%	-$11.4K	0.09%	69
2023 Q2	$311K	Buy	1,972 +72	+4%	+$11K	0.11%	61
2023 Q1	$289K	Buy	+1,900	New	+$293K	0.11%	63

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Integris Wealth Management's IWD Position: Q3 2026 in Review

Integris Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2026 at 1,900 shares worth $471K. The position accounts for 0.09% of the portfolio, ranked #74.

Integris Wealth Management first reported a position in IWD in Q1 2023 and has held it in 15 quarters since. 606 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Integris Wealth Management held 1,900 shares of iShares Russell 1000 Value ETF worth $471K as of Q3 2026.
Integris Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q3 2026.
iShares Russell 1000 Value ETF made up 0.09% of Integris Wealth Management's portfolio in Q3 2026, its #74 holding.
Integris Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q1 2023 and has held it in 15 quarters since.
606 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Integris Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.