Paulson Wealth Management Inc. IWM Holdings History
Paulson Wealth Management Inc.'s iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, Paulson Wealth Management Inc. held 130,775.00 shares of iShares Russell 2000 ETF(IWM), totaling $26.09 Mil. This investment constitutes 7.34% of their stock portfolio, and Paulson Wealth Management Inc. now holds 0.04% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2018Q2. And since then Paulson Wealth Management Inc. has made 24 purchases of IWM, at an average price of $173.31, for a total of 153,384.00 shares. In addition, there have been 4 sales at an average price of $173.49 for 22,609.00 shares. Based on historical transaction data and IWM's current price of $221.03, Paulson Wealth Management Inc.'s estimated gain on his IWM holdings is $6.25 Mil, reflecting a 23.49% gain to date.
Paulson Wealth Management Inc. IWM ($221.03) Holding Chart
Paulson Wealth Management Inc. IWM ($221.03) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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