IF
IWO icon

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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Integrity Financial's IWO Position: Q1 2026 in Review

Integrity Financial reduced its iShares Russell 2000 Growth ETF (IWO) stake by 6% in Q1 2026, selling an estimated $3.33K and leaving 157 shares worth $49.3K. The position accounts for 0.02% of the portfolio, ranked #208.

Integrity Financial first reported a position in IWO in Q4 2021 and has held it in 18 quarters since. The position peaked at $54K in Q4 2021. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Integrity Financial held 157 shares of iShares Russell 2000 Growth ETF worth $49.3K as of Q1 2026.
  • Integrity Financial sold 10 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $3.33K.
  • iShares Russell 2000 Growth ETF made up 0.02% of Integrity Financial's portfolio in Q1 2026, its #208 holding.
  • Integrity Financial first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Integrity Financial's iShares Russell 2000 Growth ETF position peaked at $54K in Q4 2021.
  • 1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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