Paulson Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.2M | Buy |
141,890
+2,324
| +2% | +$987K | 15.6% | 1 |
|
|
2025
Q1 | $50.4M | Buy |
139,566
+6,209
| +5% | +$2.24M | 14.19% | 2 |
|
|
2024
Q4 | $53.6M | Buy |
133,357
+3,080
| +2% | +$1.24M | 14.61% | 1 |
|
|
2024
Q3 | $48.9M | Buy |
130,277
+6,763
| +5% | +$2.54M | 13.08% | 1 |
|
|
2024
Q2 | $45M | Sell |
123,514
-424
| -0.3% | -$155K | 13.14% | 1 |
|
|
2024
Q1 | $41.8M | Buy |
123,938
+6,070
| +5% | +$2.05M | 12.28% | 1 |
|
|
2023
Q4 | $35.7M | Sell |
117,868
-12,563
| -10% | -$3.81M | 11.45% | 1 |
|
|
2023
Q3 | $34.7M | Buy |
130,431
+501
| +0.4% | +$133K | 12.13% | 1 |
|
|
2023
Q2 | $35.8M | Buy |
129,930
+1,208
| +0.9% | +$332K | 12.21% | 1 |
|
|
2023
Q1 | $31.5M | Buy |
128,722
+2,613
| +2% | +$638K | 13.98% | 1 |
|
|
2022
Q4 | $27M | Sell |
126,109
-9,875
| -7% | -$2.12M | 13.19% | 2 |
|
|
2022
Q3 | $28.6M | Buy |
135,984
+26,806
| +25% | +$5.64M | 15.41% | 1 |
|
|
2022
Q2 | $23.9M | Buy |
109,178
+1,809
| +2% | +$396K | 12.58% | 2 |
|
|
2022
Q1 | $29.8M | Buy |
107,369
+8,836
| +9% | +$2.45M | 13.6% | 1 |
|
|
2021
Q4 | $30.1M | Sell |
98,533
-416
| -0.4% | -$127K | 13.45% | 1 |
|
|
2021
Q3 | $27.1M | Sell |
98,949
-905
| -0.9% | -$248K | 12.88% | 1 |
|
|
2021
Q2 | $27.1M | Sell |
99,854
-452
| -0.5% | -$123K | 13.12% | 1 |
|
|
2021
Q1 | $26.2M | Buy |
100,306
+3,749
| +4% | +$979K | 13.01% | 1 |
|
|
2020
Q4 | $23.3M | Sell |
96,557
-531
| -0.5% | -$128K | 13.56% | 1 |
|
|
2020
Q3 | $21.1M | Sell |
97,088
-521
| -0.5% | -$113K | 13.6% | 1 |
|
|
2020
Q2 | $18.7M | Sell |
97,609
-12,424
| -11% | -$2.38M | 13.12% | 1 |
|
|
2020
Q1 | $18.1M | Buy |
110,033
+9,163
| +9% | +$1.51M | 13.88% | 1 |
|
|
2019
Q4 | $18.6M | Sell |
100,870
-1,246
| -1% | -$230K | 13.15% | 1 |
|
|
2019
Q3 | $16.3M | Buy |
102,116
+2,002
| +2% | +$320K | 12.28% | 1 |
|
|
2019
Q2 | $16.3M | Buy |
100,114
+3,146
| +3% | +$512K | 12.15% | 2 |
|
|
2019
Q1 | $14.7M | Buy |
96,968
+11,720
| +14% | +$1.77M | 11.13% | 2 |
|
|
2018
Q4 | $11.7M | Buy |
85,248
+54,272
| +175% | +$7.48M | 9.69% | 2 |
|
|
2018
Q3 | $4.47M | Buy |
30,976
+5,588
| +22% | +$807K | 4.01% | 4 |
|
|
2018
Q2 | $3.65M | Buy |
25,388
+3,318
| +15% | +$477K | 3.61% | 4 |
|
|
2018
Q1 | $3M | Buy |
22,070
+17,779
| +414% | +$2.42M | 2.99% | 5 |
|
|
2017
Q4 | $578K | Buy |
+4,291
| New | +$578K | 0.51% | 56 |
|