IF
IVV icon

Integrity Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Integrity Financial’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$525K Buy
804
+42
+6% +$28.7K 0.26% 81
2025
Q4 		$522K Buy
762
+16
+2% +$10.9K 0.26% 75
2025
Q3 		$499K Buy
746
+1
+0.1% +$644 0.24% 85
2025
Q2 		$463K Hold
745
– – 0.24% 89
2025
Q1 		$419K Sell
745
-108
-13% -$63.8K 0.24% 80
2024
Q4 		$502K Buy
853
+551
+182% +$326K 0.29% 72
2024
Q3 		$174K Hold
302
– – 0.1% 123
2024
Q2 		$165K Sell
302
-37
-11% -$19.5K 0.1% 117
2024
Q1 		$178K Hold
339
– – 0.12% 111
2023
Q4 		$162K Hold
339
– – 0.12% 106
2023
Q3 		$146K Buy
339
+224
+195% +$100K 0.11% 108
2023
Q2 		$51.3K Hold
115
– – 0.04% 135
2023
Q1 		$47.3K Sell
115
-6
-5% -$2.41K 0.04% 141
2022
Q4 		$46.5K Sell
121
-203
-63% -$78.3K 0.04% 134
2022
Q3 		$116K Sell
324
-3
-0.9% -$1.2K 0.12% 97
2022
Q2 		$124K Buy
327
+99
+43% +$40.7K 0.12% 98
2022
Q1 		$103K Sell
228
-177
-44% -$79.2K 0.08% 107
2021
Q4 		$193K Buy
+405
New +$187K 0.14% 105

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Integrity Financial's IVV Position: Q1 2026 in Review

Integrity Financial increased its iShares Core S&P 500 ETF (IVV) stake by 5.5% in Q1 2026, buying an estimated $28.7K and bringing the position to 804 shares worth $525K. The position accounts for 0.26% of the portfolio, ranked #81.

Integrity Financial first reported a position in IVV in Q4 2021 and has held it in 18 quarters since. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Integrity Financial held 804 shares of iShares Core S&P 500 ETF worth $525K as of Q1 2026.
  • Integrity Financial bought 42 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $28.7K.
  • iShares Core S&P 500 ETF made up 0.26% of Integrity Financial's portfolio in Q1 2026, its #81 holding.
  • Integrity Financial first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

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