Angeles Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.81K Buy
+23
New +$7.81K ﹤0.01% 31
2025
Q1
Sell
-32
Closed -$10.3K 110
2024
Q4
$10.3K Hold
32
﹤0.01% 194
2024
Q3
$10.1K Hold
32
﹤0.01% 216
2024
Q2
$9.52K Hold
32
﹤0.01% 211
2024
Q1
$9.22K Hold
32
﹤0.01% 219
2023
Q4
$8.39K Hold
32
﹤0.01% 197
2023
Q3
$7.52K Hold
32
﹤0.01% 182
2023
Q2
$7.8K Hold
32
﹤0.01% 159
2023
Q1
$7.21K Hold
32
﹤0.01% 154
2022
Q4
$6.74K Hold
32
﹤0.01% 110
2022
Q3
$6K Hold
32
﹤0.01% 46
2022
Q2
$7K Hold
32
﹤0.01% 109
2022
Q1
$8K Hold
32
﹤0.01% 119
2021
Q4
$8K Hold
32
﹤0.01% 216
2021
Q3
$8K Buy
+32
New +$8K ﹤0.01% 240