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Paulson Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Paulson Wealth Management’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,938
Closed -$1.14M – 143
2025
Q4 		$1.14M Sell
2,938
-44
-1% -$16.9K 0.26% 42
2025
Q3 		$1.13M Hold
2,982
– – 0.27% 43
2025
Q2 		$1.05M Buy
+2,982
New +$969K 0.27% 41
2018
Q1 		– Sell
-48
Closed -$8K – 316
2017
Q4 		$8K Buy
+48
New +$7.4K 0.01% 393

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Paulson Wealth Management sold out of iShares Russell 3000 ETF (IWV) in Q1 2026, closing a stake of 2,938 shares — an estimated $1.14M sold.

Paulson Wealth Management first reported a position in IWV in Q4 2017 and held it in 4 quarters. The position peaked at $1.14M in Q4 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Paulson Wealth Management reported no remaining iShares Russell 3000 ETF position as of Q1 2026 after selling out during the quarter.
  • Paulson Wealth Management sold 2,938 iShares Russell 3000 ETF shares in Q1 2026, an estimated $1.14M.
  • Paulson Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2017 and held it in 4 quarters.
  • Paulson Wealth Management's iShares Russell 3000 ETF position peaked at $1.14M in Q4 2025.
  • 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

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