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 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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Paladin Advisory Group held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 65 shares worth $8.94K. 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 13 quarters since. 2,133 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Paladin Advisory Group held 65 shares of iShares S&P 500 Growth ETF worth $8.94K as of Q2 2026.
Paladin Advisory Group left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.01% of Paladin Advisory Group's portfolio in Q2 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 13 quarters since.
2,133 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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