Paradigm Strategies in Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Paradigm Strategies in Wealth Management’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$359K	Hold	1,580	–	–	0.22%	47
2026 Q1	$334K	Hold	1,580	–	–	0.23%	43
2025 Q4	$335K	Hold	1,580	–	–	0.22%	42
2025 Q3	$326K	Sell	1,580 -100	-6%	-$20.1K	0.21%	43
2025 Q2	$328K	Hold	1,680	–	–	0.21%	41
2025 Q1	$320K	Hold	1,680	–	–	0.22%	39
2024 Q4	$321K	Sell	1,680 -50	-3%	-$9.92K	0.21%	37
2024 Q3	$341K	Hold	1,730	–	–	0.21%	35
2024 Q2	$315K	Hold	1,730	–	–	0.19%	36
2024 Q1	$323K	Hold	1,730	–	–	0.2%	37
2023 Q4	$301K	Sell	1,730 -252	-13%	-$40.5K	0.2%	37
2023 Q3	$305K	Hold	1,982	–	–	0.19%	37
2023 Q2	$319K	Hold	1,982	–	–	0.22%	33
2023 Q1	$301K	Hold	1,982	–	–	0.24%	33
2022 Q4	$288K	Hold	1,982	–	–	0.26%	32
2022 Q3	$255K	Hold	1,982	–	–	0.23%	32
2022 Q2	$272K	Hold	1,982	–	–	0.3%	31
2022 Q1	$309K	Hold	1,982	–	–	0.32%	31
2021 Q4	$310K	Sell	1,982 -350	-15%	-$53.2K	0.31%	32
2021 Q3	$339K	Hold	2,332	–	–	0.32%	34
2021 Q2	$344K	Buy	2,332 +350	+18%	+$51.6K	0.31%	33
2021 Q1	$280K	Buy	+1,982	New	+$267K	0.27%	34

Other funds holding IVE

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

HFBOT

Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Paradigm Strategies in Wealth Management's IVE Position: Q2 2026 in Review

Paradigm Strategies in Wealth Management held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 1,580 shares worth $359K. The position accounts for 0.22% of the portfolio, ranked #47.

Paradigm Strategies in Wealth Management first reported a position in IVE in Q1 2021 and has held it in 22 quarters since. 616 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Paradigm Strategies in Wealth Management held 1,580 shares of iShares S&P 500 Value ETF worth $359K as of Q2 2026.
Paradigm Strategies in Wealth Management left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up 0.22% of Paradigm Strategies in Wealth Management's portfolio in Q2 2026, its #47 holding.
Paradigm Strategies in Wealth Management first reported a position in iShares S&P 500 Value ETF in Q1 2021 and has held it in 22 quarters since.
616 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.