Paragon Private Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Paragon Private Wealth Management's IVV Position: Q1 2026 in Review
Paragon Private Wealth Management held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 334 shares worth $218K. The position accounts for 0.07% of the portfolio, ranked #204.
Paragon Private Wealth Management first reported a position in IVV in Q1 2024 and has held it in 6 quarters since. The position peaked at $808K in Q2 2024. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Paragon Private Wealth Management held 334 shares of iShares Core S&P 500 ETF worth $218K as of Q1 2026.
- Paragon Private Wealth Management left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
- iShares Core S&P 500 ETF made up 0.07% of Paragon Private Wealth Management's portfolio in Q1 2026, its #204 holding.
- Paragon Private Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 6 quarters since.
- Paragon Private Wealth Management's iShares Core S&P 500 ETF position peaked at $808K in Q2 2024.
- 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Paragon Private Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.