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iShares S&P 500 Value Index shares owned by Integrity Wealth Solutions

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Integrity Wealth Solutions from 13F filings

Historical chart of Integrity Wealth Solutions investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Integrity Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by Integrity Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $617k 3.1k 197.20
2024-06-30 $565k 3.1k 182.04
2024-03-31 $396k 2.1k 186.84
2023-12-31 $349k 2.0k 173.89

More positions owned by Integrity Wealth Solutions

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Pgim Etf Tr Total Return Bon (PTRB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
World Gold Tr Spdr Gld Minis (GLDM)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
American Centy Etf Tr Us Eqt Etf (AVUS)

View all positions for Integrity Wealth Solutions

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
Stifel Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
CWM
Cetera Investment Advisers
International Assets Investment Management
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index