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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Paulson Wealth Management's IVW Position: Q1 2026 in Review

Paulson Wealth Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 3,200 shares worth $362K. The position accounts for 0.08% of the portfolio, ranked #91.

Paulson Wealth Management first reported a position in IVW in Q2 2023 and has held it in 12 quarters since. The position peaked at $394K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Paulson Wealth Management held 3,200 shares of iShares S&P 500 Growth ETF worth $362K as of Q1 2026.
Paulson Wealth Management left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.08% of Paulson Wealth Management's portfolio in Q1 2026, its #91 holding.
Paulson Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and has held it in 12 quarters since.
Paulson Wealth Management's iShares S&P 500 Growth ETF position peaked at $394K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Paulson Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.