Paulson Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Paulson Wealth Management’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$455K	Hold	3,200	–	–	0.09%	89
2026 Q2	$440K	Hold	3,200	–	–	0.09%	90
2026 Q1	$362K	Hold	3,200	–	–	0.08%	91
2025 Q4	$394K	Hold	3,200	–	–	0.09%	93
2025 Q3	$386K	Hold	3,200	–	–	0.09%	99
2025 Q2	$352K	Hold	3,200	–	–	0.09%	104
2025 Q1	$297K	Hold	3,200	–	–	0.08%	106
2024 Q4	$325K	Hold	3,200	–	–	0.09%	104
2024 Q3	$306K	Hold	3,200	–	–	0.08%	115
2024 Q2	$296K	Hold	3,200	–	–	0.09%	110
2024 Q1	$270K	Hold	3,200	–	–	0.08%	117
2023 Q4	$240K	Hold	3,200	–	–	0.08%	119
2023 Q3	$219K	Hold	3,200	–	–	0.08%	122
2023 Q2	$226K	Buy	+3,200	New	+$212K	0.08%	118

Other funds holding IVW

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Paulson Wealth Management's IVW Position: Q3 2026 in Review

Paulson Wealth Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 3,200 shares worth $455K. The position accounts for 0.09% of the portfolio, ranked #89.

Paulson Wealth Management first reported a position in IVW in Q2 2023 and has held it in 14 quarters since. 1,527 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Paulson Wealth Management held 3,200 shares of iShares S&P 500 Growth ETF worth $455K as of Q3 2026.
Paulson Wealth Management left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.09% of Paulson Wealth Management's portfolio in Q3 2026, its #89 holding.
Paulson Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and has held it in 14 quarters since.
1,527 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Paulson Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.