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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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 2,737 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.
  • 2,737 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.