Paulson Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.02M | Sell |
4,028
-94
| -2% | -$68.5K | 0.64% | 22 |
|
|
2026
Q1 | $2.69M | Sell |
4,122
-1,675
| -29% | -$1.14M | 0.63% | 23 |
|
|
2025
Q4 | $3.97M | Sell |
5,797
-230
| -4% | -$156K | 0.92% | 20 |
|
|
2025
Q3 | $4.03M | Sell |
6,027
-19
| -0.3% | -$12.2K | 0.95% | 18 |
|
|
2025
Q2 | $3.75M | Buy |
6,046
+1,121
| +23% | +$644K | 0.97% | 17 |
|
|
2025
Q1 | $2.77M | Sell |
4,925
-14
| -0.3% | -$8.27K | 0.78% | 19 |
|
|
2024
Q4 | $2.91M | Sell |
4,939
-47
| -0.9% | -$27.8K | 0.79% | 19 |
|
|
2024
Q3 | $2.88M | Buy |
4,986
+80
| +2% | +$44.5K | 0.77% | 20 |
|
|
2024
Q2 | $2.68M | Buy |
4,906
+67
| +1% | +$35.2K | 0.78% | 23 |
|
|
2024
Q1 | $2.54M | Sell |
4,839
-30
| -0.6% | -$15K | 0.75% | 24 |
|
|
2023
Q4 | $2.33M | Buy |
4,869
+64
| +1% | +$28.6K | 0.75% | 25 |
|
|
2023
Q3 | $2.06M | Buy |
4,805
+28
| +0.6% | +$12.5K | 0.72% | 24 |
|
|
2023
Q2 | $2.13M | Buy |
4,777
+170
| +4% | +$71.6K | 0.73% | 24 |
|
|
2023
Q1 | $1.89M | Buy |
4,607
+635
| +16% | +$255K | 0.84% | 18 |
|
|
2022
Q4 | $1.53M | Buy |
3,972
+24
| +0.6% | +$9.26K | 0.74% | 19 |
|
|
2022
Q3 | $1.42M | Buy |
3,948
+25
| +0.6% | +$9.98K | 0.76% | 18 |
|
|
2022
Q2 | $1.49M | Buy |
3,923
+51
| +1% | +$21K | 0.78% | 17 |
|
|
2022
Q1 | $1.76M | Sell |
3,872
-437
| -10% | -$195K | 0.8% | 16 |
|
|
2021
Q4 | $2.06M | Buy |
4,309
+85
| +2% | +$39.2K | 0.92% | 16 |
|
|
2021
Q3 | $1.82M | Sell |
4,224
-4
| -0.1% | -$1.77K | 0.86% | 18 |
|
|
2021
Q2 | $1.82M | Buy |
4,228
+487
| +13% | +$204K | 0.88% | 18 |
|
|
2021
Q1 | $1.56M | Buy |
3,741
+36
| +1% | +$13.9K | 0.78% | 19 |
|
|
2020
Q4 | $1.39M | Sell |
3,705
-12
| -0.3% | -$4.27K | 0.81% | 19 |
|
|
2020
Q3 | $1.25M | Sell |
3,717
-83
| -2% | -$27.6K | 0.81% | 24 |
|
|
2020
Q2 | $1.18M | Sell |
3,800
-68
| -2% | -$20K | 0.82% | 21 |
|
|
2020
Q1 | $1.08M | Sell |
3,868
-2,698
| -41% | -$827K | 0.83% | 23 |
|
|
2019
Q4 | $2.19M | Sell |
6,566
-1,639
| -20% | -$507K | 1.55% | 14 |
|
|
2019
Q3 | $2.45M | Buy |
8,205
+6
| +0.1% | +$1.78K | 1.84% | 13 |
|
|
2019
Q2 | $2.47M | Sell |
8,199
-167
| -2% | -$48.4K | 1.84% | 13 |
|
|
2019
Q1 | $2.38M | Buy |
8,366
+2,310
| +38% | +$632K | 1.81% | 13 |
|
|
2018
Q4 | $1.6M | Sell |
6,056
-202
| -3% | -$54.9K | 1.32% | 16 |
|
|
2018
Q3 | $1.72M | Buy |
6,258
+307
| +5% | +$88.1K | 1.55% | 13 |
|
|
2018
Q2 | $1.63M | Sell |
5,951
-299
| -5% | -$81.3K | 1.6% | 14 |
|
|
2018
Q1 | $1.66M | Sell |
6,250
-170
| -3% | -$46.8K | 1.65% | 13 |
|
|
2017
Q4 | $1.73M | Buy |
+6,420
| New | +$1.68M | 1.52% | 12 |
|
Other funds holding IVV
CM
Paulson Wealth Management's IVV Position: Q2 2026 in Review
Paulson Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 2.3% in Q2 2026, selling an estimated $68.5K and leaving 4,028 shares worth $3.02M. The position accounts for 0.64% of the portfolio, ranked #22.
Paulson Wealth Management first reported a position in IVV in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.03M in Q3 2025. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Paulson Wealth Management held 4,028 shares of iShares Core S&P 500 ETF worth $3.02M as of Q2 2026.
- Paulson Wealth Management sold 94 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $68.5K.
- iShares Core S&P 500 ETF made up 0.64% of Paulson Wealth Management's portfolio in Q2 2026, its #22 holding.
- Paulson Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 35 quarters since.
- Paulson Wealth Management's iShares Core S&P 500 ETF position peaked at $4.03M in Q3 2025.
- 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Paulson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.