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Paulson Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Paulson Wealth Management’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-410
Closed -$77K – 315
2017
Q4 		$77K Buy
+410
New +$74.8K 0.07% 160

Other funds holding IWO

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Paulson Wealth Management's IWO Position: Q1 2018 in Review

Paulson Wealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2018, closing a stake of 410 shares — an estimated $77K sold.

Paulson Wealth Management first reported a position in IWO in Q4 2017 and held it in 1 quarter. The position peaked at $77K in Q4 2017. 562 funds tracked by Wall St. Rank hold IWO as of Q1 2018.

  • Paulson Wealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 410 iShares Russell 2000 Growth ETF shares in Q1 2018, an estimated $77K.
  • Paulson Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and held it in 1 quarter.
  • Paulson Wealth Management's iShares Russell 2000 Growth ETF position peaked at $77K in Q4 2017.
  • 562 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.