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

Integrity Alliance’s Portfolio IWS Stock Details IWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$676K	Buy	4,105 +49	+1%	+$7.73K	0.02%	427
2026 Q1	$591K	Buy	4,056 +112	+3%	+$16.6K	0.02%	405
2025 Q4	$556K	Buy	3,944 +293	+8%	+$41K	0.02%	433
2025 Q3	$510K	Buy	3,651 +191	+6%	+$26.1K	0.02%	350
2025 Q2	$457K	Sell	3,460 -3,989	-54%	-$500K	0.03%	316
2025 Q1	$938K	Buy	+7,449	New	+$970K	0.04%	288

Other funds holding IWS

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

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

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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

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

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

Integrity Alliance's IWS Position: Q2 2026 in Review

Integrity Alliance increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.2% in Q2 2026, buying an estimated $7.73K and bringing the position to 4,105 shares worth $676K. The position accounts for 0.02% of the portfolio, ranked #427.

Integrity Alliance first reported a position in IWS in Q1 2025 and has held it in 6 quarters since. The position peaked at $938K in Q1 2025. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Integrity Alliance held 4,105 shares of iShares Russell Mid-Cap Value ETF worth $676K as of Q2 2026.
Integrity Alliance bought 49 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $7.73K.
iShares Russell Mid-Cap Value ETF made up 0.02% of Integrity Alliance's portfolio in Q2 2026, its #427 holding.
Integrity Alliance first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
Integrity Alliance's iShares Russell Mid-Cap Value ETF position peaked at $938K in Q1 2025.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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