Paulson Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-7,616	Closed	-$472K	–	138
2025 Q2	$472K	Hold	7,616	–	–	0.12%	87
2025 Q1	$444K	Buy	7,616 +87	+1%	+$5.4K	0.13%	79
2024 Q4	$469K	Sell	7,529 -135	-2%	-$8.66K	0.13%	81
2024 Q3	$478K	Buy	7,664 +40	+0.5%	+$2.41K	0.13%	85
2024 Q2	$446K	Hold	7,624	–	–	0.13%	83
2024 Q1	$463K	Buy	7,624 +3,564	+88%	+$202K	0.14%	82
2023 Q4	$225K	Sell	4,060 -1,965	-33%	-$99.7K	0.07%	124
2023 Q3	$300K	Hold	6,025	–	–	0.11%	104
2023 Q2	$315K	Sell	6,025 -55	-0.9%	-$2.73K	0.11%	95
2023 Q1	$304K	Buy	6,080 +165	+3%	+$8.41K	0.14%	64
2022 Q4	$286K	Hold	5,915	–	–	0.14%	70
2022 Q3	$259K	Buy	+5,915	New	+$286K	0.14%	63
2022 Q2	–	Sell	-3,830	Closed	-$206K	–	78
2022 Q1	$206K	Sell	3,830 -115	-3%	-$6.12K	0.09%	81
2021 Q4	$223K	Sell	3,945 -680	-15%	-$37.9K	0.1%	80
2021 Q3	$243K	Sell	4,625 -15	-0.3%	-$807	0.12%	79
2021 Q2	$249K	Hold	4,640	–	–	0.12%	76
2021 Q1	$250K	Buy	4,640 +190	+4%	+$9.49K	0.12%	77
2020 Q4	$205K	Sell	4,450 -2,225	-33%	-$93.7K	0.12%	76
2020 Q3	$247K	Sell	6,675 -6,915	-51%	-$259K	0.16%	70
2020 Q2	$483K	Sell	13,590 -30	-0.2%	-$996	0.34%	40
2020 Q1	$410K	Sell	13,620 -3,405	-20%	-$127K	0.31%	53
2019 Q4	$712K	Sell	17,025 -2,430	-12%	-$96.3K	0.5%	34
2019 Q3	$752K	Sell	19,455 -80	-0.4%	-$3.07K	0.57%	30
2019 Q2	$763K	Sell	19,535 -335	-2%	-$12.8K	0.57%	34
2019 Q1	$753K	Buy	19,870 +2,660	+15%	+$98.2K	0.57%	38
2018 Q4	$615K	Sell	17,210 -165	-0.9%	-$6.02K	0.51%	50
2018 Q3	$639K	Buy	17,375 +2,290	+15%	+$92K	0.57%	53
2018 Q2	$588K	Sell	15,085 -2,255	-13%	-$87.1K	0.58%	58
2018 Q1	$650K	Buy	17,340 +545	+3%	+$20.8K	0.65%	53
2017 Q4	$637K	Buy	+16,795	New	+$621K	0.56%	51

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Paulson Wealth Management's IJH Position: Q3 2025 in Review

Paulson Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2025, closing a stake of 7,616 shares — an estimated $472K sold.

Paulson Wealth Management first reported a position in IJH in Q4 2017 and held it in 30 quarters. The position peaked at $763K in Q2 2019. 2,446 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

Paulson Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
Paulson Wealth Management sold 7,616 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $472K.
Paulson Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and held it in 30 quarters.
Paulson Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $763K in Q2 2019.
2,446 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on Paulson Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.