IF
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Integrity Financial’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Integrity Financial’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.56K Hold
38
– – ﹤0.01% 258
2026
Q1 		$4.87K Sell
38
-44
-54% -$5.95K ﹤0.01% 258
2025
Q4 		$11.2K Sell
82
-176
-68% -$24.6K 0.01% 243
2025
Q3 		$36.7K Sell
258
-222
-46% -$31.4K 0.02% 213
2025
Q2 		$66.6K Hold
480
– – 0.03% 184
2025
Q1 		$56.4K Buy
480
+97
+25% +$12.5K 0.03% 172
2024
Q4 		$48.5K Hold
383
– – 0.03% 169
2024
Q3 		$44.9K Sell
383
-11
-3% -$1.23K 0.03% 161
2024
Q2 		$43.5K Sell
394
-318
-45% -$34.9K 0.03% 159
2024
Q1 		$81.3K Hold
712
– – 0.06% 142
2023
Q4 		$74.4K Sell
712
-240
-25% -$22.8K 0.05% 135
2023
Q3 		$87K Sell
952
-126
-12% -$12K 0.07% 128
2023
Q2 		$104K Sell
1,078
-66
-6% -$6.01K 0.08% 119
2023
Q1 		$104K Sell
1,144
-129
-10% -$11.5K 0.08% 124
2022
Q4 		$106K Sell
1,273
-8,967
-88% -$755K 0.1% 113
2022
Q3 		$803K Sell
10,240
-180
-2% -$15.5K 0.84% 31
2022
Q2 		$826K Buy
10,420
+49
+0.5% +$4.27K 0.78% 32
2022
Q1 		$1.04M Buy
10,371
+34
+0.3% +$3.39K 0.85% 30
2021
Q4 		$1.19M Buy
+10,337
New +$1.21M 0.88% 29

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Integrity Financial's IWP Position: Q2 2026 in Review

Integrity Financial held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 38 shares worth $5.56K. The position accounts for ﹤0.01% of the portfolio, ranked #258.

Integrity Financial first reported a position in IWP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.19M in Q4 2021. 1,217 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Integrity Financial held 38 shares of iShares Russell Mid-Cap Growth ETF worth $5.56K as of Q2 2026.
  • Integrity Financial left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Integrity Financial's portfolio in Q2 2026, its #258 holding.
  • Integrity Financial first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Integrity Financial's iShares Russell Mid-Cap Growth ETF position peaked at $1.19M in Q4 2021.
  • 1,217 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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