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

Integrity Wealth Solutions’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	$874K	Buy	2,218 +1	+0%	+$365	0.32%	61
2026 Q1	$696K	Hold	2,217	–	–	0.27%	69
2025 Q4	$716K	Sell	2,217 -31	-1%	-$10.1K	0.28%	64
2025 Q3	$720K	Buy	2,248 +1	+0%	+$302	0.32%	61
2025 Q2	$642K	Sell	2,247 -173	-7%	-$45.5K	0.31%	65
2025 Q1	$618K	Buy	2,420 +2	+0.1%	+$564	0.34%	60
2024 Q4	$696K	Sell	2,418 -67	-3%	-$19.8K	0.39%	55
2024 Q3	$706K	Buy	2,485 +2	+0.1%	+$548	0.41%	50
2024 Q2	$652K	Sell	2,483 -399	-14%	-$104K	0.42%	52
2024 Q1	$780K	Sell	2,882 -702	-20%	-$179K	0.51%	47
2023 Q4	$904K	Buy	+3,584	New	+$808K	0.63%	41

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Wealth Solutions's IWO Position: Q2 2026 in Review

Integrity Wealth Solutions increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.05% in Q2 2026, buying an estimated $365 and bringing the position to 2,218 shares worth $874K. The position accounts for 0.32% of the portfolio, ranked #61.

Integrity Wealth Solutions first reported a position in IWO in Q4 2023 and has held it in 11 quarters since. The position peaked at $904K in Q4 2023. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Integrity Wealth Solutions held 2,218 shares of iShares Russell 2000 Growth ETF worth $874K as of Q2 2026.
Integrity Wealth Solutions bought 1 iShares Russell 2000 Growth ETF share in Q2 2026, an estimated $365.
iShares Russell 2000 Growth ETF made up 0.32% of Integrity Wealth Solutions's portfolio in Q2 2026, its #61 holding.
Integrity Wealth Solutions first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Integrity Wealth Solutions's iShares Russell 2000 Growth ETF position peaked at $904K in Q4 2023.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Integrity Wealth Solutions's 13F filing for Q2 2026, filed 30 Jul 2026.