Integris Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Integris Wealth Management’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$274K	Hold	1,991	–	–	0.06%	113
2026 Q1	$225K	Hold	1,991	–	–	0.05%	105
2025 Q4	$245K	Hold	1,991	–	–	0.06%	106
2025 Q3	$240K	Hold	1,991	–	–	0.06%	107
2025 Q2	$219K	Buy	+1,991	New	+$197K	0.06%	107

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIA

Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Integris Wealth Management's IVW Position: Q2 2026 in Review

Integris Wealth Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 1,991 shares worth $274K. The position accounts for 0.06% of the portfolio, ranked #113.

Integris Wealth Management first reported a position in IVW in Q2 2025 and has held it in 5 quarters since. 845 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Integris Wealth Management held 1,991 shares of iShares S&P 500 Growth ETF worth $274K as of Q2 2026.
Integris Wealth Management left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.06% of Integris Wealth Management's portfolio in Q2 2026, its #113 holding.
Integris Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2025 and has held it in 5 quarters since.
845 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Integris Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.