Paladin Advisory Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Paladin Advisory Group’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$9.25K	Hold	65	–	–	0.01%	210
2026 Q2	$8.94K	Hold	65	–	–	0.01%	210
2026 Q1	$7.35K	Hold	65	–	–	0.01%	212
2025 Q4	$8.01K	Hold	65	–	–	0.01%	210
2025 Q3	$7.85K	Hold	65	–	–	0.01%	204
2025 Q2	$7.16K	Buy	65 +32	+97%	+$3.17K	0.01%	204
2025 Q1	$3.06K	Buy	33 +12	+57%	+$1.21K	﹤0.01%	219
2024 Q4	$2.13K	Hold	21	–	–	﹤0.01%	227
2024 Q3	$2.01K	Hold	21	–	–	﹤0.01%	230
2024 Q2	$1.96K	Buy	21 +1	+5%	+$86	﹤0.01%	220
2024 Q1	$1.69K	Hold	20	–	–	﹤0.01%	220
2023 Q4	$1.5K	Hold	20	–	–	﹤0.01%	223
2023 Q3	$1.37K	Hold	20	–	–	﹤0.01%	254
2023 Q2	$1.41K	Buy	+20	New	+$1.32K	﹤0.01%	262

Other funds holding IVW

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

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

Paladin Advisory Group held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 65 shares worth $9.25K. The position accounts for 0.01% of the portfolio, ranked #210.

Paladin Advisory Group first reported a position in IVW in Q2 2023 and has held it in 14 quarters since. 1,504 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Paladin Advisory Group held 65 shares of iShares S&P 500 Growth ETF worth $9.25K as of Q3 2026.
Paladin Advisory Group left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.01% of Paladin Advisory Group's portfolio in Q3 2026, its #210 holding.
Paladin Advisory Group first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and has held it in 14 quarters since.
1,504 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

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