Integrity Alliance’s iShares Russell 1000 Value ETF IWD Stock Holding History

Integrity Alliance’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 Q2	$3.26M	Buy	13,434 +10,365	+338%	+$2.41M	0.1%	173
2026 Q1	$656K	Sell	3,069 -13,223	-81%	-$2.9M	0.02%	379
2025 Q4	$3.43M	Buy	16,292 +15,285	+1,518%	+$3.16M	0.13%	147
2025 Q3	$205K	Buy	+1,007	New	+$200K	0.01%	520
2025 Q2	–	Sell	-1,788	Closed	-$336K	–	574
2025 Q1	$336K	Buy	+1,788	New	+$341K	0.01%	459

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Integrity Alliance's IWD Position: Q2 2026 in Review

Integrity Alliance increased its iShares Russell 1000 Value ETF (IWD) stake by 338% in Q2 2026, buying an estimated $2.41M and bringing the position to 13,434 shares worth $3.26M. The position accounts for 0.1% of the portfolio, ranked #173.

Integrity Alliance first reported a position in IWD in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.43M in Q4 2025. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Integrity Alliance held 13,434 shares of iShares Russell 1000 Value ETF worth $3.26M as of Q2 2026.
Integrity Alliance bought 10,365 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $2.41M.
iShares Russell 1000 Value ETF made up 0.1% of Integrity Alliance's portfolio in Q2 2026, its #173 holding.
Integrity Alliance first reported a position in iShares Russell 1000 Value ETF in Q1 2025 and has held it in 5 quarters since.
Integrity Alliance's iShares Russell 1000 Value ETF position peaked at $3.43M in Q4 2025.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Integrity Alliance's 13F filing for Q2 2026, filed 31 Jul 2026.