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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Integrity Alliance's IWS Position: Q1 2026 in Review

Integrity Alliance increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 2.8% in Q1 2026, buying an estimated $16.6K and bringing the position to 4,056 shares worth $591K. The position accounts for 0.02% of the portfolio, ranked #405.

Integrity Alliance first reported a position in IWS in Q1 2025 and has held it in 5 quarters since. The position peaked at $938K in Q1 2025. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Integrity Alliance held 4,056 shares of iShares Russell Mid-Cap Value ETF worth $591K as of Q1 2026.
  • Integrity Alliance bought 112 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $16.6K.
  • iShares Russell Mid-Cap Value ETF made up 0.02% of Integrity Alliance's portfolio in Q1 2026, its #405 holding.
  • Integrity Alliance first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2025 and has held it in 5 quarters since.
  • Integrity Alliance's iShares Russell Mid-Cap Value ETF position peaked at $938K in Q1 2025.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Integrity Alliance's 13F filing for Q1 2026, filed 11 May 2026.