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 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 $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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Integrity Wealth Solutions increased its iShares S&P 500 Growth ETF (IVW) stake by 3.5% in Q1 2026, buying an estimated $13.5K and bringing the position to 3,344 shares worth $378K. The position accounts for 0.15% of the portfolio, ranked #85.

Integrity Wealth Solutions first reported a position in IVW in Q4 2023 and has held it in 10 quarters since. The position peaked at $448K in Q3 2024. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Integrity Wealth Solutions held 3,344 shares of iShares S&P 500 Growth ETF worth $378K as of Q1 2026.
Integrity Wealth Solutions bought 112 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $13.5K.
iShares S&P 500 Growth ETF made up 0.15% of Integrity Wealth Solutions's portfolio in Q1 2026, its #85 holding.
Integrity Wealth Solutions first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Integrity Wealth Solutions's iShares S&P 500 Growth ETF position peaked at $448K in Q3 2024.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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