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

Paulson Wealth Management’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,592
Closed -$283K – 139
2025
Q2 		$283K Hold
2,592
– – 0.07% 118
2025
Q1 		$271K Buy
2,592
+5
+0.2% +$564 0.08% 113
2024
Q4 		$298K Buy
2,587
+11
+0.4% +$1.31K 0.08% 113
2024
Q3 		$301K Sell
2,576
-1,740
-40% -$197K 0.08% 116
2024
Q2 		$460K Sell
4,316
-133
-3% -$14.2K 0.13% 81
2024
Q1 		$492K Buy
4,449
+1,230
+38% +$131K 0.14% 75
2023
Q4 		$348K Buy
3,219
+28
+0.9% +$2.7K 0.11% 97
2023
Q3 		$301K Sell
3,191
-24
-0.7% -$2.4K 0.11% 103
2023
Q2 		$320K Buy
3,215
+134
+4% +$12.8K 0.11% 94
2023
Q1 		$298K Buy
3,081
+30
+1% +$3K 0.13% 67
2022
Q4 		$289K Sell
3,051
-53
-2% -$5.08K 0.14% 69
2022
Q3 		$271K Buy
3,104
+10
+0.3% +$971 0.15% 56
2022
Q2 		$286K Buy
3,094
+11
+0.4% +$1.09K 0.15% 59
2022
Q1 		$333K Sell
3,083
-5
-0.2% -$540 0.15% 57
2021
Q4 		$354K Sell
3,088
-985
-24% -$112K 0.16% 58
2021
Q3 		$445K Sell
4,073
-133
-3% -$14.6K 0.21% 59
2021
Q2 		$475K Hold
4,206
– – 0.23% 56
2021
Q1 		$465K Buy
4,206
+628
+18% +$65.7K 0.23% 55
2020
Q4 		$329K Buy
3,578
+359
+11% +$29.5K 0.19% 69
2020
Q3 		$226K Sell
3,219
-5,218
-62% -$374K 0.15% 77
2020
Q2 		$576K Buy
8,437
+8
+0.1% +$505 0.4% 34
2020
Q1 		$482K Sell
8,429
-831
-9% -$61.9K 0.37% 40
2019
Q4 		$791K Sell
9,260
-655
-7% -$52.7K 0.56% 28
2019
Q3 		$772K Buy
9,915
+15
+0.2% +$1.16K 0.58% 29
2019
Q2 		$771K Buy
9,900
+89
+0.9% +$6.91K 0.57% 32
2019
Q1 		$757K Buy
9,811
+931
+10% +$71.5K 0.57% 37
2018
Q4 		$663K Buy
8,880
+21
+0.2% +$1.62K 0.55% 43
2018
Q3 		$694K Buy
8,859
+668
+8% +$58.5K 0.62% 48
2018
Q2 		$684K Sell
8,191
-652
-7% -$53.1K 0.68% 47
2018
Q1 		$681K Buy
8,843
+27
+0.3% +$2.1K 0.68% 50
2017
Q4 		$677K Buy
+8,816
New +$665K 0.59% 49

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Paulson Wealth Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2025, closing a stake of 2,592 shares — an estimated $283K sold.

Paulson Wealth Management first reported a position in IJR in Q4 2017 and held it in 31 quarters. The position peaked at $791K in Q4 2019. 2,522 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

  • Paulson Wealth Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Paulson Wealth Management sold 2,592 iShares Core S&P Small-Cap ETF shares in Q3 2025, an estimated $283K.
  • Paulson Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and held it in 31 quarters.
  • Paulson Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $791K in Q4 2019.
  • 2,522 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

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