Paulson Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Paulson Wealth Management’s Portfolio IWN Stock Details IWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$542K	Buy	2,857 +157	+6%	+$30.4K	0.13%	72
2025 Q4	$489K	Sell	2,700 -14	-0.5%	-$2.52K	0.11%	84
2025 Q3	$480K	Hold	2,714	–	–	0.11%	88
2025 Q2	$428K	Hold	2,714	–	–	0.11%	91
2025 Q1	$410K	Hold	2,714	–	–	0.12%	84
2024 Q4	$446K	Hold	2,714	–	–	0.12%	83
2024 Q3	$453K	Hold	2,714	–	–	0.12%	91
2024 Q2	$413K	Hold	2,714	–	–	0.12%	89
2024 Q1	$431K	Sell	2,714 -205	-7%	-$31K	0.13%	89
2023 Q4	$453K	Hold	2,919	–	–	0.15%	78
2023 Q3	$396K	Hold	2,919	–	–	0.14%	82
2023 Q2	$411K	Hold	2,919	–	–	0.14%	78
2023 Q1	$400K	Hold	2,919	–	–	0.18%	54
2022 Q4	$405K	Hold	2,919	–	–	0.2%	47
2022 Q3	$376K	Hold	2,919	–	–	0.2%	46
2022 Q2	$397K	Hold	2,919	–	–	0.21%	49
2022 Q1	$471K	Sell	2,919 -60	-2%	-$9.57K	0.21%	42
2021 Q4	$495K	Hold	2,979	–	–	0.22%	43
2021 Q3	$477K	Hold	2,979	–	–	0.23%	54
2021 Q2	$494K	Hold	2,979	–	–	0.24%	53
2021 Q1	$482K	Hold	2,979	–	–	0.24%	53
2020 Q4	$392K	Sell	2,979 -709	-19%	-$83.7K	0.23%	57
2020 Q3	$366K	Sell	3,688 -9	-0.2%	-$914	0.24%	58
2020 Q2	$360K	Sell	3,697 -640	-15%	-$58.2K	0.25%	59
2020 Q1	$361K	Sell	4,337 -932	-18%	-$105K	0.28%	62
2019 Q4	$680K	Sell	5,269 -56	-1%	-$6.92K	0.48%	39
2019 Q3	$636K	Sell	5,325 -2,000	-27%	-$236K	0.48%	39
2019 Q2	$875K	Sell	7,325 -416	-5%	-$50.2K	0.65%	29
2019 Q1	$928K	Sell	7,741 -3,155	-29%	-$377K	0.7%	26
2018 Q4	$1.27M	Sell	10,896 -374	-3%	-$45K	1.05%	20
2018 Q3	$1.37M	Buy	11,270 +12	+0.1%	+$1.62K	1.23%	17
2018 Q2	$1.49M	Sell	11,258 -91	-0.8%	-$11.7K	1.47%	16
2018 Q1	$1.38M	Sell	11,349 -205	-2%	-$25.7K	1.38%	19
2017 Q4	$1.45M	Buy	+11,554	New	+$1.44M	1.28%	19

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Paulson Wealth Management increased its iShares Russell 2000 Value ETF (IWN) stake by 5.8% in Q1 2026, buying an estimated $30.4K and bringing the position to 2,857 shares worth $542K. The position accounts for 0.13% of the portfolio, ranked #72.

Paulson Wealth Management first reported a position in IWN in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.49M in Q2 2018. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Paulson Wealth Management held 2,857 shares of iShares Russell 2000 Value ETF worth $542K as of Q1 2026.
Paulson Wealth Management bought 157 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $30.4K.
iShares Russell 2000 Value ETF made up 0.13% of Paulson Wealth Management's portfolio in Q1 2026, its #72 holding.
Paulson Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q4 2017 and has held it in 34 quarters since.
Paulson Wealth Management's iShares Russell 2000 Value ETF position peaked at $1.49M in Q2 2018.
1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

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