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
2023 Q1	–	Sell	-6,251	Closed	-$2.4M	–	375
2022 Q4	$2.4M	Sell	6,251 -178	-3%	-$68.7K	2.05%	15
2022 Q3	$2.31M	Sell	6,429 -172	-3%	-$68.7K	2.1%	13
2022 Q2	$2.5M	Buy	+6,601	New	+$2.72M	2.15%	13
2022 Q1	–	Sell	-6,362	Closed	-$3.03M	–	389
2021 Q4	$3.03M	Buy	+6,362	New	+$2.93M	2.46%	11

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Paladin Advisory Group reduced its iShares Core S&P 500 ETF (IVV) stake by 5.3% in Q1 2026, selling an estimated $273K and leaving 7,204 shares worth $4.71M. The position accounts for 3.58% of the portfolio, ranked #6.

Paladin Advisory Group first reported a position in IVV in Q1 2022 and has held it in 14 quarters since. The position peaked at $5.21M in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Paladin Advisory Group held 7,204 shares of iShares Core S&P 500 ETF worth $4.71M as of Q1 2026.
Paladin Advisory Group sold 400 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $273K.
iShares Core S&P 500 ETF made up 3.58% of Paladin Advisory Group's portfolio in Q1 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 14 quarters since.
Paladin Advisory Group's iShares Core S&P 500 ETF position peaked at $5.21M in Q4 2025.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

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