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

Integrity Financial’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 Q1	$20.7K	Hold	97	–	–	0.01%	231
2025 Q4	$20.4K	Buy	97 +65	+203%	+$13.4K	0.01%	224
2025 Q3	$6.51K	Sell	32 -26	-45%	-$5.17K	﹤0.01%	248
2025 Q2	$11.3K	Hold	58	–	–	0.01%	244
2025 Q1	$10.9K	Hold	58	–	–	0.01%	230
2024 Q4	$10.7K	Hold	58	–	–	0.01%	212
2024 Q3	$11K	Hold	58	–	–	0.01%	189
2024 Q2	$10.1K	Hold	58	–	–	0.01%	186
2024 Q1	$10.4K	Hold	58	–	–	0.01%	179
2023 Q4	$9.59K	Hold	58	–	–	0.01%	168
2023 Q3	$8.81K	Sell	58 -100	-63%	-$15.9K	0.01%	181
2023 Q2	$24.9K	Hold	158	–	–	0.02%	150
2023 Q1	$24.1K	Buy	158 +98	+163%	+$15.1K	0.02%	155
2022 Q4	$9.1K	Hold	60	–	–	0.01%	165
2022 Q3	$8K	Hold	60	–	–	0.01%	164
2022 Q2	$9K	Hold	60	–	–	0.01%	170
2022 Q1	$10K	Hold	60	–	–	0.01%	161
2021 Q4	$10K	Buy	+60	New	+$9.83K	0.01%	165

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Integrity Financial's IWD Position: Q1 2026 in Review

Integrity Financial held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 97 shares worth $20.7K. The position accounts for 0.01% of the portfolio, ranked #231.

Integrity Financial first reported a position in IWD in Q4 2021 and has held it in 18 quarters since. The position peaked at $24.9K in Q2 2023. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Integrity Financial held 97 shares of iShares Russell 1000 Value ETF worth $20.7K as of Q1 2026.
Integrity Financial left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up 0.01% of Integrity Financial's portfolio in Q1 2026, its #231 holding.
Integrity Financial first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 18 quarters since.
Integrity Financial's iShares Russell 1000 Value ETF position peaked at $24.9K in Q2 2023.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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