PWM
IUSG icon

Paulson Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Paulson Wealth Management’s Portfolio IUSG Stock Details IUSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,221
Closed -$541K – 142
2025
Q4 		$541K Hold
3,221
– – 0.12% 76
2025
Q3 		$530K Hold
3,221
– – 0.13% 81
2025
Q2 		$484K Buy
+3,221
New +$437K 0.13% 83

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Paulson Wealth Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2026, closing a stake of 3,221 shares — an estimated $541K sold.

Paulson Wealth Management first reported a position in IUSG in Q2 2025 and held it in 3 quarters. The position peaked at $541K in Q4 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Paulson Wealth Management reported no remaining iShares Core S&P US Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Paulson Wealth Management sold 3,221 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $541K.
  • Paulson Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q2 2025 and held it in 3 quarters.
  • Paulson Wealth Management's iShares Core S&P US Growth ETF position peaked at $541K in Q4 2025.
  • 861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

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