Integrity Wealth Solutions’s iShares S&P 500 Growth ETF IVW Stock Holding History

Integrity Wealth Solutions’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	$468K	Buy	3,404 +60	+2%	+$7.92K	0.17%	77
2026 Q1	$378K	Buy	3,344 +112	+3%	+$13.5K	0.15%	85
2025 Q4	$398K	Buy	3,232 +71	+2%	+$8.69K	0.16%	83
2025 Q3	$382K	Sell	3,161 -9	-0.3%	-$1.03K	0.17%	77
2025 Q2	$349K	Buy	3,170 +41	+1%	+$4.06K	0.17%	85
2025 Q1	$290K	Sell	3,129 -297	-9%	-$29.9K	0.16%	89
2024 Q4	$348K	Sell	3,426 -1,251	-27%	-$125K	0.19%	73
2024 Q3	$448K	Buy	4,677 +202	+5%	+$18.6K	0.26%	63
2024 Q2	$414K	Buy	4,475 +164	+4%	+$14.1K	0.27%	63
2024 Q1	$364K	Buy	4,311 +27	+0.6%	+$2.17K	0.24%	68
2023 Q4	$322K	Buy	+4,284	New	+$305K	0.22%	72

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Integrity Wealth Solutions increased its iShares S&P 500 Growth ETF (IVW) stake by 1.8% in Q2 2026, buying an estimated $7.92K and bringing the position to 3,404 shares worth $468K. The position accounts for 0.17% of the portfolio, ranked #77.

Integrity Wealth Solutions first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Integrity Wealth Solutions held 3,404 shares of iShares S&P 500 Growth ETF worth $468K as of Q2 2026.
Integrity Wealth Solutions bought 60 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $7.92K.
iShares S&P 500 Growth ETF made up 0.17% of Integrity Wealth Solutions's portfolio in Q2 2026, its #77 holding.
Integrity Wealth Solutions first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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