Paulson Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Paulson 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	$231K	Sell	1,017 -225	-18%	-$50.3K	0.05%	135
2026 Q1	$262K	Hold	1,242	–	–	0.06%	119
2025 Q4	$263K	Buy	+1,242	New	+$260K	0.06%	121
2018 Q1	–	Sell	-780	Closed	-$89K	–	312
2017 Q4	$89K	Buy	+780	New	+$86.4K	0.08%	147

Other funds holding IVE

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Paulson Wealth Management's IVE Position: Q2 2026 in Review

Paulson Wealth Management reduced its iShares S&P 500 Value ETF (IVE) stake by 18% in Q2 2026, selling an estimated $50.3K and leaving 1,017 shares worth $231K. The position accounts for 0.05% of the portfolio, ranked #135.

Paulson Wealth Management first reported a position in IVE in Q4 2017 and has held it in 4 quarters since. The position peaked at $263K in Q4 2025. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Paulson Wealth Management held 1,017 shares of iShares S&P 500 Value ETF worth $231K as of Q2 2026.
Paulson Wealth Management sold 225 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $50.3K.
iShares S&P 500 Value ETF made up 0.05% of Paulson Wealth Management's portfolio in Q2 2026, its #135 holding.
Paulson Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2017 and has held it in 4 quarters since.
Paulson Wealth Management's iShares S&P 500 Value ETF position peaked at $263K in Q4 2025.
1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Paulson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.