Integrity Advisory Solutions’s iShares S&P 500 Value ETF IVE Stock Holding History

Integrity Advisory Solutions’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.63M	Buy	20,372 +1,414	+7%	+$316K	0.48%	38
2026 Q1	$4M	Buy	18,958 +2,556	+16%	+$553K	0.53%	36
2025 Q4	$3.48M	Buy	16,402 +5,854	+55%	+$1.23M	0.5%	39
2025 Q3	$2.18M	Buy	+10,548	New	+$2.12M	0.35%	46

Other funds holding IVE

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Integrity Advisory Solutions's IVE Position: Q2 2026 in Review

Integrity Advisory Solutions increased its iShares S&P 500 Value ETF (IVE) stake by 7.5% in Q2 2026, buying an estimated $316K and bringing the position to 20,372 shares worth $4.63M. The position accounts for 0.48% of the portfolio, ranked #38.

Integrity Advisory Solutions first reported a position in IVE in Q3 2025 and has held it in 4 quarters since. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Integrity Advisory Solutions held 20,372 shares of iShares S&P 500 Value ETF worth $4.63M as of Q2 2026.
Integrity Advisory Solutions bought 1,414 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $316K.
iShares S&P 500 Value ETF made up 0.48% of Integrity Advisory Solutions's portfolio in Q2 2026, its #38 holding.
Integrity Advisory Solutions first reported a position in iShares S&P 500 Value ETF in Q3 2025 and has held it in 4 quarters since.
1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

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