IWS
Integrity Wealth Solutions’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
27,039
+1,793
| +7% | +$93.8K | 0.69% | 40 |
|
|
2025
Q1 | $1.29M | Buy |
25,246
+835
| +3% | +$42.6K | 0.7% | 40 |
|
|
2024
Q4 | $1.25M | Buy |
24,411
+357
| +1% | +$18.3K | 0.7% | 43 |
|
|
2024
Q3 | $1.27M | Buy |
24,054
+315
| +1% | +$16.7K | 0.74% | 41 |
|
|
2024
Q2 | $1.16M | Buy |
23,739
+298
| +1% | +$14.5K | 0.75% | 41 |
|
|
2024
Q1 | $1.17M | Buy |
23,441
+2,096
| +10% | +$105K | 0.77% | 37 |
|
|
2023
Q4 | $995K | Buy |
+21,345
| New | +$995K | 0.69% | 39 |
|