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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
Q2 		$767K Buy
3,378
+51
+2% +$11.4K 0.28% 64
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Integrity Wealth Solutions increased its iShares S&P 500 Value ETF (IVE) stake by 1.5% in Q2 2026, buying an estimated $11.4K and bringing the position to 3,378 shares worth $767K. The position accounts for 0.28% of the portfolio, ranked #64.

Integrity Wealth Solutions first reported a position in IVE in Q4 2023 and has held it in 11 quarters since. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Integrity Wealth Solutions held 3,378 shares of iShares S&P 500 Value ETF worth $767K as of Q2 2026.
  • Integrity Wealth Solutions bought 51 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $11.4K.
  • iShares S&P 500 Value ETF made up 0.28% of Integrity Wealth Solutions's portfolio in Q2 2026, its #64 holding.
  • Integrity Wealth Solutions first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

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