Paladin Advisory Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Paladin Advisory Group’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 Q1	$63.8K	Hold	302	–	–	0.05%	140
2025 Q4	$64K	Hold	302	–	–	0.05%	137
2025 Q3	$62.4K	Hold	302	–	–	0.05%	130
2025 Q2	$59K	Hold	302	–	–	0.05%	134
2025 Q1	$57.6K	Hold	302	–	–	0.05%	140
2024 Q4	$57.6K	Hold	302	–	–	0.04%	144
2024 Q3	$59.5K	Hold	302	–	–	0.04%	141
2024 Q2	$54.7K	Hold	302	–	–	0.04%	143
2024 Q1	$56.1K	Hold	302	–	–	0.04%	136
2023 Q4	$52.5K	Hold	302	–	–	0.04%	139
2023 Q3	$46.5K	Buy	+302	New	+$48.8K	0.04%	153

Other funds holding IVE

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

Paladin Advisory Group's IVE Position: Q1 2026 in Review

Paladin Advisory Group held its iShares S&P 500 Value ETF (IVE) position steady in Q1 2026 at 302 shares worth $63.8K. The position accounts for 0.05% of the portfolio, ranked #140.

Paladin Advisory Group first reported a position in IVE in Q3 2023 and has held it in 11 quarters since. The position peaked at $64K in Q4 2025. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Paladin Advisory Group held 302 shares of iShares S&P 500 Value ETF worth $63.8K as of Q1 2026.
Paladin Advisory Group left its iShares S&P 500 Value ETF share count unchanged in Q1 2026.
iShares S&P 500 Value ETF made up 0.05% of Paladin Advisory Group's portfolio in Q1 2026, its #140 holding.
Paladin Advisory Group first reported a position in iShares S&P 500 Value ETF in Q3 2023 and has held it in 11 quarters since.
Paladin Advisory Group's iShares S&P 500 Value ETF position peaked at $64K in Q4 2025.
1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.