Paragon Financial Partners’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Paragon Financial Partners's IVV Position: Q2 2026 in Review
Paragon Financial Partners opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 504 shares worth $378K. The stake represents 0.2% of the portfolio and ranks #61 among its holdings. This is a return to the name: Paragon Financial Partners previously reported a position in IVV as recently as Q3 2024.
Paragon Financial Partners first reported a position in IVV in Q2 2024 and has held it in 3 quarters since. 4,112 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Paragon Financial Partners held 504 shares of iShares Core S&P 500 ETF worth $378K as of Q2 2026.
- iShares Core S&P 500 ETF was a new Paragon Financial Partners position in Q2 2026.
- iShares Core S&P 500 ETF made up 0.2% of Paragon Financial Partners's portfolio in Q2 2026, its #61 holding.
- Paragon Financial Partners first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 3 quarters since.
- 4,112 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Paragon Financial Partners's 13F filing for Q2 2026, filed 7 Aug 2026.