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iShares S&P 500 Value Index shares owned by Paulson Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Paulson Wealth Management from 13F filings

Historical chart of Paulson Wealth Management investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Paulson Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by Paulson Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $263k 1.2k 212.07
2017-12-31 $89k 780 114.10

More positions owned by Paulson Wealth Management

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr Series Trust State Street Spd (CWB)
Neuberger Berman Etf Trust Short Duration I (NBSD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Spdr Series Trust State Street Spd (SPSM)
Ishares Tr Pfd And Incm Sec (PFF)
Spdr Series Trust State Street Spd (SHM)

View all positions for Paulson Wealth Management

Top funds holding iShares S&P 500 Value Index

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Wells Fargo & Company
UBS Group
Cetera Investment Advisers
Stifel Financial
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BlackRock
CWM
Envestnet Portfolio Solutions
Park Avenue Securities
Pnc Financial Services
Mml Investors Services
Lido Advisors

View all funds holding iShares S&P 500 Value Index