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Integrity Financial’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Integrity Financial’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$61.9K Hold
157
– – 0.03% 203
2026
Q1 		$49.3K Sell
157
-10
-6% -$3.33K 0.02% 208
2025
Q4 		$53.9K Buy
167
+157
+1,570% +$51.1K 0.03% 194
2025
Q3 		$3.2K Sell
10
-38
-79% -$11.5K ﹤0.01% 262
2025
Q2 		$13.7K Hold
48
– – 0.01% 237
2025
Q1 		$12.3K Hold
48
– – 0.01% 227
2024
Q4 		$13.8K Hold
48
– – 0.01% 208
2024
Q3 		$13.6K Hold
48
– – 0.01% 186
2024
Q2 		$12.6K Hold
48
– – 0.01% 184
2024
Q1 		$13K Hold
48
– – 0.01% 176
2023
Q4 		$12.1K Sell
48
-20
-29% -$4.51K 0.01% 164
2023
Q3 		$15.2K Sell
68
-125
-65% -$29.9K 0.01% 173
2023
Q2 		$46.8K Hold
193
– – 0.03% 138
2023
Q1 		$43.8K Hold
193
– – 0.04% 142
2022
Q4 		$41.4K Sell
193
-8
-4% -$1.75K 0.04% 138
2022
Q3 		$42K Hold
201
– – 0.04% 124
2022
Q2 		$41K Buy
201
+8
+4% +$1.78K 0.04% 126
2022
Q1 		$49K Buy
193
+9
+5% +$2.3K 0.04% 120
2021
Q4 		$54K Buy
+184
New +$55.5K 0.04% 129

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Integrity Financial's IWO Position: Q2 2026 in Review

Integrity Financial held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 157 shares worth $61.9K. The position accounts for 0.03% of the portfolio, ranked #203.

Integrity Financial first reported a position in IWO in Q4 2021 and has held it in 19 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Integrity Financial held 157 shares of iShares Russell 2000 Growth ETF worth $61.9K as of Q2 2026.
  • Integrity Financial left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.03% of Integrity Financial's portfolio in Q2 2026, its #203 holding.
  • Integrity Financial first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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