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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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
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. 1,495 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.
  • 1,495 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.