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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
2026
Q2 		$209K Buy
+1,410
New +$194K 0.04% 145
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 $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Paulson Wealth Management's IJR Position: Q2 2026 in Review

Paulson Wealth Management opened a new position in iShares Core S&P Small-Cap ETF (IJR) in Q2 2026: 1,410 shares worth $209K. The stake represents 0.04% of the portfolio and ranks #145 among its holdings. This is a return to the name: Paulson Wealth Management previously reported a position in IJR as recently as Q2 2025.

Paulson Wealth Management first reported a position in IJR in Q4 2017 and has held it in 32 quarters since. The position peaked at $791K in Q4 2019. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Paulson Wealth Management held 1,410 shares of iShares Core S&P Small-Cap ETF worth $209K as of Q2 2026.
  • iShares Core S&P Small-Cap ETF was a new Paulson Wealth Management position in Q2 2026.
  • iShares Core S&P Small-Cap ETF made up 0.04% of Paulson Wealth Management's portfolio in Q2 2026, its #145 holding.
  • Paulson Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and has held it in 32 quarters since.
  • Paulson Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $791K in Q4 2019.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Paulson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.