PAG
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Paladin Advisory Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Paladin Advisory Group’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.33M Sell
7,121
-83
-1% -$60.4K 3.54% 6
2026
Q1 		$4.71M Sell
7,204
-400
-5% -$273K 3.58% 6
2025
Q4 		$5.21M Buy
7,604
+359
+5% +$244K 3.8% 5
2025
Q3 		$4.85M Hold
7,245
– – 3.78% 5
2025
Q2 		$4.5M Buy
7,245
+365
+5% +$210K 3.44% 4
2025
Q1 		$3.87M Buy
6,880
+641
+10% +$379K 3.09% 8
2024
Q4 		$3.67M Buy
6,239
+193
+3% +$114K 2.81% 8
2024
Q3 		$3.49M Buy
6,046
+319
+6% +$177K 2.57% 10
2024
Q2 		$3.14M Buy
5,727
+34
+0.6% +$17.9K 2.45% 10
2024
Q1 		$2.99M Buy
5,693
+57
+1% +$28.5K 2.36% 13
2023
Q4 		$2.69M Sell
5,636
-182
-3% -$81.5K 2.22% 15
2023
Q3 		$2.5M Sell
5,818
-501
-8% -$224K 2.11% 14
2023
Q2 		$2.82M Buy
6,319
+26
+0.4% +$11K 2.26% 13
2023
Q1 		$2.59M Buy
+6,293
New +$2.52M 2.15% 14
2022
Q2 		– Sell
-6,273
Closed -$2.58M – 390
2022
Q1 		$2.85M Buy
+6,273
New +$2.81M 2.32% 11

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Paladin Advisory Group's IVV Position: Q2 2026 in Review

Paladin Advisory Group reduced its iShares Core S&P 500 ETF (IVV) stake by 1.2% in Q2 2026, selling an estimated $60.4K and leaving 7,121 shares worth $5.33M. The position accounts for 3.54% of the portfolio, ranked #6.

Paladin Advisory Group first reported a position in IVV in Q1 2022 and has held it in 15 quarters since. 2,067 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Paladin Advisory Group held 7,121 shares of iShares Core S&P 500 ETF worth $5.33M as of Q2 2026.
  • Paladin Advisory Group sold 83 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $60.4K.
  • iShares Core S&P 500 ETF made up 3.54% of Paladin Advisory Group's portfolio in Q2 2026, its #6 holding.
  • Paladin Advisory Group first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 15 quarters since.
  • 2,067 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.