PWM
Paulson Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.9M | Buy |
138,354
+7,579
| +6% | +$1.64M | 7.73% | 4 |
|
|
2025
Q1 | $26.1M | Buy |
130,775
+6,028
| +5% | +$1.2M | 7.34% | 4 |
|
|
2024
Q4 | $27.6M | Buy |
124,747
+13,423
| +12% | +$2.97M | 7.52% | 4 |
|
|
2024
Q3 | $24.6M | Buy |
111,324
+7,484
| +7% | +$1.65M | 6.58% | 5 |
|
|
2024
Q2 | $21.1M | Buy |
103,840
+2,384
| +2% | +$484K | 6.15% | 5 |
|
|
2024
Q1 | $21.3M | Buy |
101,456
+6,105
| +6% | +$1.28M | 6.27% | 4 |
|
|
2023
Q4 | $19.1M | Buy |
95,351
+1,133
| +1% | +$227K | 6.13% | 5 |
|
|
2023
Q3 | $16.7M | Buy |
94,218
+726
| +0.8% | +$128K | 5.82% | 5 |
|
|
2023
Q2 | $17.5M | Buy |
93,492
+2,098
| +2% | +$393K | 5.98% | 5 |
|
|
2023
Q1 | $16.3M | Buy |
91,394
+2,007
| +2% | +$358K | 7.25% | 5 |
|
|
2022
Q4 | $15.6M | Sell |
89,387
-3,315
| -4% | -$578K | 7.61% | 4 |
|
|
2022
Q3 | $15.3M | Buy |
92,702
+3,652
| +4% | +$602K | 8.23% | 4 |
|
|
2022
Q2 | $15.1M | Buy |
89,050
+1,186
| +1% | +$201K | 7.94% | 5 |
|
|
2022
Q1 | $18M | Buy |
87,864
+1,716
| +2% | +$352K | 8.23% | 4 |
|
|
2021
Q4 | $19.2M | Buy |
86,148
+2,954
| +4% | +$657K | 8.56% | 4 |
|
|
2021
Q3 | $18.2M | Buy |
83,194
+4,926
| +6% | +$1.08M | 8.65% | 4 |
|
|
2021
Q2 | $18M | Buy |
78,268
+1,355
| +2% | +$311K | 8.69% | 4 |
|
|
2021
Q1 | $17.3M | Sell |
76,913
-1,578
| -2% | -$354K | 8.57% | 4 |
|
|
2020
Q4 | $15.4M | Buy |
78,491
+197
| +0.3% | +$38.6K | 8.97% | 4 |
|
|
2020
Q3 | $11.7M | Buy |
78,294
+518
| +0.7% | +$77.6K | 7.57% | 4 |
|
|
2020
Q2 | $11.1M | Buy |
77,776
+648
| +0.8% | +$92.8K | 7.8% | 4 |
|
|
2020
Q1 | $9.09M | Buy |
77,128
+18,003
| +30% | +$2.12M | 6.97% | 4 |
|
|
2019
Q4 | $10M | Buy |
59,125
+1,287
| +2% | +$218K | 7.06% | 4 |
|
|
2019
Q3 | $8.75M | Buy |
57,838
+222
| +0.4% | +$33.6K | 6.59% | 4 |
|
|
2019
Q2 | $8.91M | Buy |
57,616
+5,126
| +10% | +$793K | 6.64% | 4 |
|
|
2019
Q1 | $8.04M | Buy |
52,490
+8,621
| +20% | +$1.32M | 6.09% | 4 |
|
|
2018
Q4 | $6.36M | Buy |
43,869
+22,524
| +106% | +$3.27M | 5.25% | 4 |
|
|
2018
Q3 | $3.24M | Buy |
21,345
+3,629
| +20% | +$550K | 2.9% | 6 |
|
|
2018
Q2 | $2.9M | Sell |
17,716
-1,147
| -6% | -$188K | 2.86% | 6 |
|
|
2018
Q1 | $2.86M | Buy |
18,863
+2,488
| +15% | +$378K | 2.85% | 6 |
|
|
2017
Q4 | $2.5M | Buy |
+16,375
| New | +$2.5M | 2.19% | 8 |
|