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 $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 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. 4,112 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.
4,112 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.