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

Integrity Wealth 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 Q1	$702K	Buy	3,327 +43	+1%	+$9.31K	0.28%	68
2025 Q4	$697K	Buy	3,284 +63	+2%	+$13.2K	0.28%	66
2025 Q3	$665K	Buy	3,221 +57	+2%	+$11.4K	0.3%	63
2025 Q2	$618K	Buy	3,164 +78	+3%	+$14.5K	0.3%	67
2025 Q1	$588K	Sell	3,086 -80	-3%	-$15.5K	0.32%	62
2024 Q4	$604K	Buy	3,166 +35	+1%	+$6.94K	0.34%	60
2024 Q3	$617K	Buy	3,131 +26	+0.8%	+$4.94K	0.36%	55
2024 Q2	$565K	Buy	3,105 +987	+47%	+$180K	0.37%	58
2024 Q1	$396K	Buy	2,118 +114	+6%	+$20.3K	0.26%	66
2023 Q4	$348K	Buy	+2,004	New	+$322K	0.24%	65

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Integrity Wealth Solutions's IVE Position: Q1 2026 in Review

Integrity Wealth Solutions increased its iShares S&P 500 Value ETF (IVE) stake by 1.3% in Q1 2026, buying an estimated $9.31K and bringing the position to 3,327 shares worth $702K. The position accounts for 0.28% of the portfolio, ranked #68.

Integrity Wealth Solutions first reported a position in IVE in Q4 2023 and has held it in 10 quarters since. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Integrity Wealth Solutions held 3,327 shares of iShares S&P 500 Value ETF worth $702K as of Q1 2026.
Integrity Wealth Solutions bought 43 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $9.31K.
iShares S&P 500 Value ETF made up 0.28% of Integrity Wealth Solutions's portfolio in Q1 2026, its #68 holding.
Integrity Wealth Solutions first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 10 quarters since.
1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Integrity Wealth Solutions's 13F filing for Q1 2026, filed 4 May 2026.