PWM
IWF icon

Paulson Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Paulson Wealth Management’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$60.3M Buy
565,812
+29,944
+6% +$3.4M 14.13% 1
2025
Q4 		$63.4M Sell
535,868
-30,320
-5% -$3.59M 14.65% 1
2025
Q3 		$66.3M Sell
566,188
-1,372
-0.2% -$153K 15.67% 1
2025
Q2 		$60.2M Buy
567,560
+9,296
+2% +$889K 15.6% 1
2025
Q1 		$50.4M Buy
558,264
+24,836
+5% +$2.45M 14.19% 2
2024
Q4 		$53.6M Buy
533,428
+12,320
+2% +$1.21M 14.61% 1
2024
Q3 		$48.9M Buy
521,108
+27,052
+5% +$2.45M 13.08% 1
2024
Q2 		$45M Sell
494,056
-1,696
-0.3% -$145K 13.14% 1
2024
Q1 		$41.8M Buy
495,752
+24,280
+5% +$1.96M 12.28% 1
2023
Q4 		$35.7M Sell
471,472
-50,252
-10% -$3.55M 11.45% 1
2023
Q3 		$34.7M Buy
521,724
+2,004
+0.4% +$138K 12.13% 1
2023
Q2 		$35.8M Buy
519,720
+4,832
+0.9% +$307K 12.21% 1
2023
Q1 		$31.5M Buy
514,888
+10,452
+2% +$602K 13.98% 1
2022
Q4 		$27M Sell
504,436
-39,500
-7% -$2.17M 13.19% 2
2022
Q3 		$28.6M Buy
543,936
+107,224
+25% +$6.31M 15.41% 1
2022
Q2 		$23.9M Buy
436,712
+7,236
+2% +$434K 12.58% 2
2022
Q1 		$29.8M Buy
429,476
+35,344
+9% +$2.41M 13.6% 1
2021
Q4 		$30.1M Sell
394,132
-1,664
-0.4% -$123K 13.45% 1
2021
Q3 		$27.1M Sell
395,796
-3,620
-0.9% -$256K 12.88% 1
2021
Q2 		$27.1M Sell
399,416
-1,808
-0.5% -$117K 13.12% 1
2021
Q1 		$26.2M Buy
401,224
+14,996
+4% +$913K 13.01% 1
2020
Q4 		$23.3M Sell
386,228
-2,124
-0.5% -$121K 13.56% 1
2020
Q3 		$21.1M Sell
388,352
-2,084
-0.5% -$110K 13.6% 1
2020
Q2 		$18.7M Sell
390,436
-49,696
-11% -$2.19M 13.12% 1
2020
Q1 		$18.1M Buy
440,132
+36,652
+9% +$1.58M 13.88% 1
2019
Q4 		$18.6M Sell
403,480
-4,984
-1% -$208K 13.15% 1
2019
Q3 		$16.3M Buy
408,464
+8,008
+2% +$321K 12.28% 1
2019
Q2 		$16.3M Buy
400,456
+12,584
+3% +$487K 12.15% 2
2019
Q1 		$14.7M Buy
387,872
+46,880
+14% +$1.68M 11.13% 2
2018
Q4 		$11.7M Buy
340,992
+217,088
+175% +$7.65M 9.69% 2
2018
Q3 		$4.47M Buy
123,904
+22,352
+22% +$846K 4.01% 4
2018
Q2 		$3.65M Buy
101,552
+13,272
+15% +$468K 3.61% 4
2018
Q1 		$3M Buy
88,280
+71,116
+414% +$2.49M 2.99% 5
2017
Q4 		$578K Buy
+17,164
New +$563K 0.51% 56

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Paulson Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 5.6% in Q1 2026, buying an estimated $3.4M and bringing the position to 565,812 shares worth $60.3M. The position accounts for 14.13% of the portfolio, ranked #1.

Paulson Wealth Management first reported a position in IWF in Q4 2017 and has held it in 34 quarters since. The position peaked at $66.3M in Q3 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Paulson Wealth Management held 565,812 shares of iShares Russell 1000 Growth ETF worth $60.3M as of Q1 2026.
  • Paulson Wealth Management bought 29,944 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $3.4M.
  • iShares Russell 1000 Growth ETF made up 14.13% of Paulson Wealth Management's portfolio in Q1 2026, its #1 holding.
  • Paulson Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2017 and has held it in 34 quarters since.
  • Paulson Wealth Management's iShares Russell 1000 Growth ETF position peaked at $66.3M in Q3 2025.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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