Paulson Wealth Management Inc. Ishares Russell 1000 Val ETF Transaction History

Paulson Wealth Management Inc.

  • $353 Million
  • Q1 2025

A detailed history of Paulson Wealth Management Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Paulson Wealth Management Inc. holds 272,067 shares of IWD stock, worth $51.3 Million. This represents 14.5% of its overall portfolio holdings.

Number of Shares
272,067
Previous 260,846 4.3%
Holding current value
$51.3 Million
Previous $48.3 Million 6.01%
% of portfolio
14.5%
Previous 13.28%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$182.82 - $196.21 $2.05 Million - $2.2 Million
11,221 Added 4.3%
272,067 $51.2 Million
Q4 2024

Feb 13, 2025
BUY
$183.23 - $199.79 $5.68 Million - $6.19 Million
30,985 Added 13.48%
260,846 $48.3 Million
Q3 2024

Nov 05, 2024
BUY
$173.36 - $189.8 $2.65 Million - $2.9 Million
15,272 Added 7.12%
229,861 $43.6 Million
Q2 2024

Jul 25, 2024
BUY
$169.4 - $179.05 $368,275 - $389,254
2,174 Added 1.02%
214,589 $37.4 Million
Q1 2024

May 03, 2024
BUY
$161.84 - $179.11 $1.87 Million - $2.07 Million
11,585 Added 5.77%
212,415 $38 Million
Q4 2023

Feb 13, 2024
BUY
$143.69 - $165.7 $555,792 - $640,927
3,868 Added 1.96%
200,830 $33.2 Million
Q3 2023

Nov 01, 2023
BUY
$151.73 - $163.56 $320,908 - $345,929
2,115 Added 1.09%
196,962 $29.9 Million
Q2 2023

Aug 01, 2023
BUY
$148.55 - $157.83 $921,604 - $979,177
6,204 Added 3.29%
194,847 $30.8 Million
Q1 2023

May 09, 2023
BUY
$145.2 - $161.56 $546,387 - $607,950
3,763 Added 2.04%
188,643 $28.7 Million
Q4 2022

Jan 26, 2023
SELL
$136.78 - $158.99 $1.77 Million - $2.06 Million
-12,954 Reduced 6.55%
184,880 $0
Q3 2022

Nov 02, 2022
BUY
$135.99 - $161.15 $3.83 Million - $4.54 Million
28,157 Added 16.59%
197,834 $26.9 Million
Q2 2022

Aug 05, 2022
BUY
$140.99 - $168.41 $525,469 - $627,664
3,727 Added 2.25%
169,677 $24.6 Million
Q1 2022

May 02, 2022
BUY
$157.15 - $170.51 $1.61 Million - $1.75 Million
10,237 Added 6.57%
165,950 $27.5 Million
Q4 2021

Jan 28, 2022
BUY
$157.12 - $168.08 $500,584 - $535,502
3,186 Added 2.09%
155,713 $26.1 Million
Q3 2021

Oct 22, 2021
BUY
$154.62 - $164.07 $484,888 - $514,523
3,136 Added 2.1%
152,527 $23.9 Million
Q2 2021

Jul 26, 2021
SELL
$152.86 - $162.4 $31,947 - $33,941
-209 Reduced 0.14%
149,391 $23.7 Million
Q1 2021

Apr 30, 2021
SELL
$134.89 - $153.0 $164,430 - $186,507
-1,219 Reduced 0.81%
149,600 $23.3 Million
Q4 2020

Feb 05, 2021
BUY
$115.84 - $136.73 $164,145 - $193,746
1,417 Added 0.95%
150,819 $20.6 Million
Q3 2020

Oct 14, 2020
BUY
$111.27 - $124.26 $61,866 - $69,088
556 Added 0.37%
149,402 $17.6 Million
Q2 2020

Jul 17, 2020
SELL
$94.52 - $125.14 $930,738 - $1.23 Million
-9,847 Reduced 6.21%
148,846 $16.8 Million
Q1 2020

Apr 29, 2020
BUY
$85.17 - $138.52 $2.06 Million - $3.36 Million
24,243 Added 18.03%
158,693 $16.7 Million
Q4 2019

Jan 21, 2020
BUY
$123.85 - $136.67 $1.37 Million - $1.51 Million
11,030 Added 8.94%
134,450 $18.6 Million
Q3 2019

Oct 30, 2019
SELL
$127.92 - $130.25 $345,639 - $351,935
-2,702 Reduced 2.14%
123,420 $15.8 Million
Q2 2019

Jul 30, 2019
BUY
N/A
5,116 Added 4.23%
126,122 $16.3 Million
Q1 2019

Apr 24, 2019
BUY
N/A
8,415 Added 7.47%
121,006 $14.9 Million
Q4 2018

Jan 23, 2019
BUY
N/A
52,963 Added 88.82%
112,591 $13.2 Million
Q3 2018

Oct 26, 2018
BUY
N/A
6,718 Added 12.7%
59,628 $7.18 Million
Q2 2018

Aug 01, 2018
SELL
N/A
-834 Reduced 1.55%
52,910 $6.42 Million
Q1 2018

May 02, 2018
SELL
N/A
-1,249 Reduced 2.27%
53,744 $6.45 Million
Q4 2017

Mar 01, 2018
BUY
N/A
54,993
54,993 $6.84 Million

Others Institutions Holding IWD

# of Institutions
1,907
Shares Held
279M
Call Options Held
617K
Put Options Held
5.88M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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