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

Angeles Investment Advisors’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-23	Closed	-$8.41K	–	31
2025 Q3	$8.41K	Hold	23	–	–	﹤0.01%	29
2025 Q2	$7.81K	Buy	+23	New	+$7.22K	﹤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	+$7.96K	﹤0.01%	240

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Angeles Investment Advisors's IWB Position: Q4 2025 in Review

Angeles Investment Advisors sold out of iShares Russell 1000 ETF (IWB) in Q4 2025, closing a stake of 23 shares — an estimated $8.41K sold.

Angeles Investment Advisors first reported a position in IWB in Q3 2021 and held it in 16 quarters. The position peaked at $10.3K in Q4 2024. 1,499 funds tracked by Wall St. Rank hold IWB as of Q4 2025.

Angeles Investment Advisors reported no remaining iShares Russell 1000 ETF position as of Q4 2025 after selling out during the quarter.
Angeles Investment Advisors sold 23 iShares Russell 1000 ETF shares in Q4 2025, an estimated $8.41K.
Angeles Investment Advisors first reported a position in iShares Russell 1000 ETF in Q3 2021 and held it in 16 quarters.
Angeles Investment Advisors's iShares Russell 1000 ETF position peaked at $10.3K in Q4 2024.
1,499 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2025.

Based on Angeles Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.