Paulson Wealth Management Inc. IWD holdings history
ISHARES RUSSELL 1000 VALUE E · CUSIP 464287598 · CIK 1731878
As of 2026-06-30, Paulson Wealth Management Inc. reported 253.48K IWD (shares), valued at $61.45M, or 13.03% of its reported non-derivative portfolio. Filed 2026-08-04.
Verify history & sources →Shares decreased 7.34%; reported value increased 5.14%, and weight changed -0.67 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 13.03% | 253,476 | SEC filing ↗Filed Aug 4, 2026 |
| Q1 2026 | 13.70% | 273,546 | SEC filing ↗Filed May 8, 2026 |
| Q4 2025 | 13.14% | 270,484 | SEC filing ↗Filed Feb 5, 2026 |
| Q3 2025 | 13.54% | 281,329 | SEC filing ↗Filed Nov 3, 2025 |
| Q2 2025 | 14.13% | 280,992 | SEC filing ↗Filed Aug 6, 2025 |
| Q1 2025 | 14.41% | 272,067 | SEC filing ↗Filed May 12, 2025 |
| Q4 2024 | 13.18% | 260,846 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 11.67% | 229,861 | SEC filing ↗Filed Nov 5, 2024 |
| Q2 2024 | 10.93% | 214,589 | SEC filing ↗Filed Jul 25, 2024 |
| Q1 2024 | 11.19% | 212,415 | SEC filing ↗Filed May 3, 2024 |
| Q4 2023 | 10.63% | 200,830 | SEC filing ↗Filed Feb 13, 2024 |
| Q3 2023 | 10.46% | 196,962 | SEC filing ↗Filed Nov 1, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 10.46% | 196,962 | $29.90M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 1, 2023 |
| Q4 2023 | 10.63% | 200,830 | $33.19M | Shares increased 1.96%; reported value increased 10.98%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2024 |
| Q1 2024 | 11.19% | 212,415 | $38.05M | Shares increased 5.77%; reported value increased 14.64%, and weight changed +0.56 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 3, 2024 |
| Q2 2024 | 10.93% | 214,589 | $37.44M | Shares increased 1.02%; reported value decreased 1.59%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 25, 2024 |
| Q3 2024 | 11.67% | 229,861 | $43.63M | Shares increased 7.12%; reported value increased 16.53%, and weight changed +0.74 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2024 |
| Q4 2024 | 13.18% | 260,846 | $48.29M | Shares increased 13.48%; reported value increased 10.69%, and weight changed +1.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 14.41% | 272,067 | $51.19M | Shares increased 4.30%; reported value increased 6.01%, and weight changed +1.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2025 |
| Q2 2025 | 14.13% | 280,992 | $54.58M | Shares increased 3.28%; reported value increased 6.61%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2025 |
| Q3 2025 | 13.54% | 281,329 | $57.28M | Shares increased 0.12%; reported value increased 4.94%, and weight changed -0.59 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 3, 2025 |
| Q4 2025 | 13.14% | 270,484 | $56.89M | Shares decreased 3.85%; reported value decreased 0.67%, and weight changed -0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2026 |
| Q1 2026 | 13.70% | 273,546 | $58.45M | Shares increased 1.13%; reported value increased 2.73%, and weight changed +0.56 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2026 |
| Q2 2026 | 13.03% | 253,476 | $61.45M | Shares decreased 7.34%; reported value increased 5.14%, and weight changed -0.67 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 4, 2026 |
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