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Paladin Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Paladin Wealth’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 		$1.53M Buy
2,039
+264
+15% +$192K 0.89% 31
2026
Q1 		$1.16M Buy
1,775
+752
+74% +$514K 0.8% 38
2025
Q4 		$701K Buy
1,023
+30
+3% +$20.4K 0.48% 72
2025
Q3 		$665K Buy
993
+21
+2% +$13.5K 0.48% 79
2025
Q2 		$604K Buy
972
+269
+38% +$154K 0.47% 85
2025
Q1 		$395K Buy
+703
New +$415K 0.35% 91

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Paladin Wealth's IVV Position: Q2 2026 in Review

Paladin Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 15% in Q2 2026, buying an estimated $192K and bringing the position to 2,039 shares worth $1.53M. The position accounts for 0.89% of the portfolio, ranked #31.

Paladin Wealth first reported a position in IVV in Q1 2025 and has held it in 6 quarters since. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Paladin Wealth held 2,039 shares of iShares Core S&P 500 ETF worth $1.53M as of Q2 2026.
  • Paladin Wealth bought 264 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $192K.
  • iShares Core S&P 500 ETF made up 0.89% of Paladin Wealth's portfolio in Q2 2026, its #31 holding.
  • Paladin Wealth first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
  • 853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Paladin Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.