Paulson Wealth Management Inc. Ishares Russell 2000 ETF Transaction History

Paulson Wealth Management Inc.

$353 Million
Q1 2025

A detailed history of Paulson Wealth Management Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Paulson Wealth Management Inc. holds 130,775 shares of IWM stock, worth $27.3 Million. This represents 7.39% of its overall portfolio holdings.

Number of Shares

130,775

Previous 124,747 4.83%

Holding current value

$27.3 Million

Previous $27.6 Million 5.35%

% of portfolio

7.39%

Previous 7.58%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$198.1 - $229.79 $1.19 Million - $1.39 Million	6,028 Added 4.83%	130,775 $26.1 Million
Q4 2024 Feb 13, 2025	BUY	$216.13 - $242.4 $2.9 Million - $3.25 Million	13,423 Added 12.06%	124,747 $27.6 Million
Q3 2024 Nov 05, 2024	BUY	$200.87 - $224.6 $1.5 Million - $1.68 Million	7,484 Added 7.21%	111,324 $24.6 Million
Q2 2024 Jul 25, 2024	BUY	$192.84 - $209.44 $459,730 - $499,304	2,384 Added 2.35%	103,840 $21.1 Million
Q1 2024 May 03, 2024	BUY	$189.48 - $210.3 $1.16 Million - $1.28 Million	6,105 Added 6.4%	101,456 $21.3 Million
Q4 2023 Feb 13, 2024	BUY	$162.21 - $204.82 $183,783 - $232,061	1,133 Added 1.2%	95,351 $19.1 Million
Q3 2023 Nov 01, 2023	BUY	$174.36 - $198.71 $126,585 - $144,263	726 Added 0.78%	94,218 $16.7 Million
Q2 2023 Aug 01, 2023	BUY	$170.4 - $187.93 $357,499 - $394,277	2,098 Added 2.3%	93,492 $17.5 Million
Q1 2023 May 09, 2023	BUY	$170.25 - $198.32 $341,691 - $398,028	2,007 Added 2.25%	91,394 $16.3 Million
Q4 2022 Jan 26, 2023	SELL	$166.81 - $188.05 $552,975 - $623,385	-3,315 Reduced 3.58%	89,387 $0
Q3 2022 Nov 02, 2022	BUY	$164.17 - $201.07 $599,548 - $734,307	3,652 Added 4.1%	92,702 $15.3 Million
Q2 2022 Aug 05, 2022	BUY	$163.9 - $207.91 $194,385 - $246,581	1,186 Added 1.35%	89,050 $15.1 Million
Q1 2022 May 02, 2022	BUY	$191.52 - $225.32 $328,648 - $386,649	1,716 Added 1.99%	87,864 $18 Million
Q4 2021 Jan 28, 2022	BUY	$212.12 - $242.56 $626,602 - $716,522	2,954 Added 3.55%	86,148 $19.2 Million
Q3 2021 Oct 22, 2021	BUY	$211.73 - $231.39 $1.04 Million - $1.14 Million	4,926 Added 6.29%	83,194 $18.2 Million
Q2 2021 Jul 26, 2021	BUY	$211.85 - $232.89 $287,056 - $315,565	1,355 Added 1.76%	78,268 $18 Million
Q1 2021 Apr 30, 2021	SELL	$193.5 - $234.42 $305,343 - $369,914	-1,578 Reduced 2.01%	76,913 $17.3 Million
Q4 2020 Feb 05, 2021	BUY	$152.18 - $199.14 $29,979 - $39,230	197 Added 0.25%	78,491 $15.4 Million
Q3 2020 Oct 14, 2020	BUY	$139.07 - $158.46 $72,038 - $82,082	518 Added 0.67%	78,294 $11.7 Million
Q2 2020 Jul 17, 2020	BUY	$104.62 - $153.09 $67,793 - $99,202	648 Added 0.84%	77,776 $11.1 Million
Q1 2020 Apr 29, 2020	BUY	$99.9 - $169.53 $1.8 Million - $3.05 Million	18,003 Added 30.45%	77,128 $9.09 Million
Q4 2019 Jan 21, 2020	BUY	$146.46 - $166.68 $188,494 - $214,517	1,287 Added 2.23%	59,125 $10 Million
Q3 2019 Oct 30, 2019	BUY	$144.85 - $157.9 $32,156 - $35,053	222 Added 0.39%	57,838 $8.75 Million
Q2 2019 Jul 30, 2019	BUY	$145.86 - $160.71 $747,678 - $823,799	5,126 Added 9.77%	57,616 $8.91 Million
Q1 2019 Apr 24, 2019	BUY	$132.25 - $158.24 $1.14 Million - $1.36 Million	8,621 Added 19.65%	52,490 $8.04 Million
Q4 2018 Jan 23, 2019	BUY	$125.88 - $166.33 $2.84 Million - $3.75 Million	22,524 Added 105.52%	43,869 $6.36 Million
Q3 2018 Oct 26, 2018	BUY	$164.2 - $173.02 $595,881 - $627,889	3,629 Added 20.48%	21,345 $3.24 Million
Q2 2018 Aug 01, 2018	SELL	$148.13 - $169.97 $169,905 - $194,955	-1,147 Reduced 6.08%	17,716 $2.9 Million
Q1 2018 May 02, 2018	BUY	$145.44 - $159.96 $361,854 - $397,980	2,488 Added 15.19%	18,863 $2.86 Million
Q4 2017 Mar 01, 2018	BUY	$145.63 - $154.3 $2.38 Million - $2.53 Million	16,375	16,375 $2.5 Million

Others Institutions Holding IWM

# of Institutions

2,859

Shares Held

319M

Call Options Held

230M

Put Options Held

543M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Paulson Wealth Management Inc. Ishares Russell 2000 ETF Transaction History