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Integrity Financial’s iShares Russell 1000 ETF IWB Stock Holding History

Integrity Financial’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$148K Hold
416
– – 0.07% 169
2025
Q4 		$155K Hold
416
– – 0.08% 150
2025
Q3 		$152K Buy
+416
New +$147K 0.07% 159
2022
Q3 		– Sell
-60
Closed -$12K – 213
2022
Q2 		$12K Hold
60
– – 0.01% 159
2022
Q1 		$15K Hold
60
– – 0.01% 151
2021
Q4 		$16K Buy
+60
New +$15.4K 0.01% 153

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Integrity Financial's IWB Position: Q1 2026 in Review

Integrity Financial held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 416 shares worth $148K. The position accounts for 0.07% of the portfolio, ranked #169.

Integrity Financial first reported a position in IWB in Q4 2021 and has held it in 6 quarters since. The position peaked at $155K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Integrity Financial held 416 shares of iShares Russell 1000 ETF worth $148K as of Q1 2026.
  • Integrity Financial left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 ETF made up 0.07% of Integrity Financial's portfolio in Q1 2026, its #169 holding.
  • Integrity Financial first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 6 quarters since.
  • Integrity Financial's iShares Russell 1000 ETF position peaked at $155K in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Integrity Financial's 13F filing for Q1 2026, filed 14 May 2026.