Integrity Alliance’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Integrity Alliance’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$236K	Sell	2,140 -886	-29%	-$93.2K	0.01%	743
2026 Q1	$294K	Sell	3,026 -1,118	-27%	-$112K	0.01%	588
2025 Q4	$399K	Buy	4,144 +1,524	+58%	+$147K	0.01%	525
2025 Q3	$253K	Buy	2,620 +8	+0.3%	+$758	0.01%	471
2025 Q2	$240K	Sell	2,612 -7	-0.3%	-$605	0.01%	419
2025 Q1	$223K	Buy	+2,619	New	+$234K	0.01%	564

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Integrity Alliance's IWR Position: Q2 2026 in Review

Integrity Alliance reduced its iShares Russell Mid-Cap ETF (IWR) stake by 29% in Q2 2026, selling an estimated $93.2K and leaving 2,140 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #743.

Integrity Alliance first reported a position in IWR in Q1 2025 and has held it in 6 quarters since. The position peaked at $399K in Q4 2025. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Integrity Alliance held 2,140 shares of iShares Russell Mid-Cap ETF worth $236K as of Q2 2026.
Integrity Alliance sold 886 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $93.2K.
iShares Russell Mid-Cap ETF made up 0.01% of Integrity Alliance's portfolio in Q2 2026, its #743 holding.
Integrity Alliance first reported a position in iShares Russell Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
Integrity Alliance's iShares Russell Mid-Cap ETF position peaked at $399K in Q4 2025.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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