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Angeles Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Angeles Investment Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$84.2M Buy
280,081
+230,205
+462% +$64.7M 5.05% 3
2026
Q1 		$12.4M Sell
49,876
-198,964
-80% -$51.3M 0.83% 12
2025
Q4 		$61.3M Buy
248,840
+24,698
+11% +$6.07M 4.09% 6
2025
Q3 		$54.2M Buy
224,142
+223,383
+29,431% +$51.3M 3.56% 7
2025
Q2 		$164K Buy
+759
New +$153K 0.01% 25
2025
Q1 		– Sell
-266,155
Closed -$58.8M – 111
2024
Q4 		$58.8M Buy
266,155
+265,550
+43,893% +$60.5M 2.83% 9
2024
Q3 		$134K Hold
605
– – 0.01% 207
2024
Q2 		$123K Sell
605
-4,635
-88% -$937K 0.01% 199
2024
Q1 		$1.1M Sell
5,240
-558,860
-99% -$111M 0.06% 42
2023
Q4 		$113M Buy
564,100
+564,000
+564,000% +$101M 6.83% 4
2023
Q3 		$17.7K Hold
100
– – ﹤0.01% 178
2023
Q2 		$18.7K Hold
100
– – ﹤0.01% 157
2023
Q1 		$17.8K Hold
100
– – ﹤0.01% 153
2022
Q4 		$17.4K Hold
100
– – ﹤0.01% 108
2022
Q3 		$16K Hold
100
– – ﹤0.01% 44
2022
Q2 		$17K Sell
100
-1,825
-95% -$336K ﹤0.01% 107
2022
Q1 		$395K Sell
1,925
-68,084
-97% -$13.9M 0.03% 56
2021
Q4 		$15.6M Sell
70,009
-557
-0.8% -$126K 0.78% 20
2021
Q3 		$15.4M Sell
70,566
-78,163
-53% -$17.3M 0.9% 18
2021
Q2 		$34.1M Sell
148,729
-678,333
-82% -$153M 2.13% 10
2021
Q1 		$184M Sell
827,062
-1,084,882
-57% -$237M 14.29% 3
2020
Q4 		$372M Buy
+1,911,944
New +$335M 37.54% 1

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Angeles Investment Advisors's IWM Position: Q2 2026 in Review

Angeles Investment Advisors increased its iShares Russell 2000 ETF (IWM) stake by 462% in Q2 2026, buying an estimated $64.7M and bringing the position to 280,081 shares worth $84.2M. The position accounts for 5.05% of the portfolio, ranked #3.

Angeles Investment Advisors first reported a position in IWM in Q4 2020 and has held it in 22 quarters since. The position peaked at $372M in Q4 2020. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Angeles Investment Advisors held 280,081 shares of iShares Russell 2000 ETF worth $84.2M as of Q2 2026.
  • Angeles Investment Advisors bought 230,205 iShares Russell 2000 ETF shares in Q2 2026, an estimated $64.7M.
  • iShares Russell 2000 ETF made up 5.05% of Angeles Investment Advisors's portfolio in Q2 2026, its #3 holding.
  • Angeles Investment Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 22 quarters since.
  • Angeles Investment Advisors's iShares Russell 2000 ETF position peaked at $372M in Q4 2020.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Angeles Investment Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.