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Integrity Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Integrity Financial’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$126K Hold
508
– – 0.06% 176
2025
Q4 		$125K Buy
508
+1
+0.2% +$246 0.06% 161
2025
Q3 		$123K Sell
507
-6
-1% -$1.38K 0.06% 166
2025
Q2 		$111K Hold
513
– – 0.06% 165
2025
Q1 		$102K Sell
513
-22
-4% -$4.77K 0.06% 150
2024
Q4 		$118K Buy
535
+351
+191% +$80K 0.07% 142
2024
Q3 		$40.6K Hold
184
– – 0.02% 166
2024
Q2 		$37.3K Sell
184
-49
-21% -$9.9K 0.02% 163
2024
Q1 		$49K Buy
233
+26
+13% +$5.19K 0.03% 151
2023
Q4 		$41.5K Sell
207
-67
-24% -$12K 0.03% 147
2023
Q3 		$48.4K Buy
274
+183
+201% +$34.4K 0.04% 145
2023
Q2 		$17K Hold
91
– – 0.01% 160
2023
Q1 		$16.2K Sell
91
-1
-1% -$184 0.01% 168
2022
Q4 		$16K Sell
92
-13
-12% -$2.31K 0.02% 155
2022
Q3 		$17K Hold
105
– – 0.02% 145
2022
Q2 		$18K Sell
105
-24
-19% -$4.42K 0.02% 142
2022
Q1 		$26K Sell
129
-112
-46% -$22.8K 0.02% 128
2021
Q4 		$54K Buy
+241
New +$54.5K 0.04% 128

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Integrity Financial's IWM Position: Q1 2026 in Review

Integrity Financial held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 508 shares worth $126K. The position accounts for 0.06% of the portfolio, ranked #176.

Integrity Financial first reported a position in IWM in Q4 2021 and has held it in 18 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Integrity Financial held 508 shares of iShares Russell 2000 ETF worth $126K as of Q1 2026.
  • Integrity Financial left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 ETF made up 0.06% of Integrity Financial's portfolio in Q1 2026, its #176 holding.
  • Integrity Financial first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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