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 Q3	$68.9K	Hold	302	–	–	0.05%	138
2026 Q2	$68.6K	Hold	302	–	–	0.05%	143
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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Paladin Advisory Group's IVE Position: Q3 2026 in Review

Paladin Advisory Group held its iShares S&P 500 Value ETF (IVE) position steady in Q3 2026 at 302 shares worth $68.9K. The position accounts for 0.05% of the portfolio, ranked #138.

Paladin Advisory Group first reported a position in IVE in Q3 2023 and has held it in 13 quarters since. 1,578 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

Paladin Advisory Group held 302 shares of iShares S&P 500 Value ETF worth $68.9K as of Q3 2026.
Paladin Advisory Group left its iShares S&P 500 Value ETF share count unchanged in Q3 2026.
iShares S&P 500 Value ETF made up 0.05% of Paladin Advisory Group's portfolio in Q3 2026, its #138 holding.
Paladin Advisory Group first reported a position in iShares S&P 500 Value ETF in Q3 2023 and has held it in 13 quarters since.
1,578 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Paladin Advisory Group's 13F filing for Q3 2026, filed 9 Nov 2026.