Paulson Wealth Management Inc. IWF holdings history
ISHARES RUSSELL 1000 GROWTH · CUSIP 464287614 · CIK 1731878
As of 2026-06-30, Paulson Wealth Management Inc. reported 559.40K IWF (shares), valued at $69.46M, or 14.73% of its reported non-derivative portfolio. Filed 2026-08-04.
Verify history & sources →Shares increased 295.47%; reported value increased 15.16%, and weight changed +0.60 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 | 14.73% | 559,400 | SEC filing ↗Filed Aug 4, 2026 |
| Q1 2026 | 14.13% | 141,453 | SEC filing ↗Filed May 8, 2026 |
| Q4 2025 | 14.65% | 133,967 | SEC filing ↗Filed Feb 5, 2026 |
| Q3 2025 | 15.67% | 141,547 | SEC filing ↗Filed Nov 3, 2025 |
| Q2 2025 | 15.60% | 141,890 | SEC filing ↗Filed Aug 6, 2025 |
| Q1 2025 | 14.19% | 139,566 | SEC filing ↗Filed May 12, 2025 |
| Q4 2024 | 14.61% | 133,357 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 13.08% | 130,277 | SEC filing ↗Filed Nov 5, 2024 |
| Q2 2024 | 13.14% | 123,514 | SEC filing ↗Filed Jul 25, 2024 |
| Q1 2024 | 12.28% | 123,938 | SEC filing ↗Filed May 3, 2024 |
| Q4 2023 | 11.45% | 117,868 | SEC filing ↗Filed Feb 13, 2024 |
| Q3 2023 | 12.13% | 130,431 | SEC filing ↗Filed Nov 1, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 12.13% | 130,431 | $34.69M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 1, 2023 |
| Q4 2023 | 11.45% | 117,868 | $35.73M | Shares decreased 9.63%; reported value increased 3.00%, and weight changed -0.68 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2024 |
| Q1 2024 | 12.28% | 123,938 | $41.77M | Shares increased 5.15%; reported value increased 16.90%, and weight changed +0.83 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 3, 2024 |
| Q2 2024 | 13.14% | 123,514 | $45.02M | Shares decreased 0.34%; reported value increased 7.78%, and weight changed +0.86 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 25, 2024 |
| Q3 2024 | 13.08% | 130,277 | $48.90M | Shares increased 5.48%; reported value increased 8.62%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2024 |
| Q4 2024 | 14.61% | 133,357 | $53.55M | Shares increased 2.36%; reported value increased 9.51%, and weight changed +1.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 14.19% | 139,566 | $50.40M | Shares increased 4.66%; reported value decreased 5.90%, and weight changed -0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2025 |
| Q2 2025 | 15.60% | 141,890 | $60.24M | Shares increased 1.67%; reported value increased 19.54%, and weight changed +1.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2025 |
| Q3 2025 | 15.67% | 141,547 | $66.30M | Shares decreased 0.24%; reported value increased 10.06%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 3, 2025 |
| Q4 2025 | 14.65% | 133,967 | $63.41M | Shares decreased 5.36%; reported value decreased 4.37%, and weight changed -1.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2026 |
| Q1 2026 | 14.13% | 141,453 | $60.32M | Shares increased 5.59%; reported value decreased 4.87%, and weight changed -0.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2026 |
| Q2 2026 | 14.73% | 559,400 | $69.46M | Shares increased 295.47%; reported value increased 15.16%, and weight changed +0.60 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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