Angeles Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $164K | Buy |
+759
| New | +$164K | 0.01% | 25 |
|
|
2025
Q1 | – | Sell |
-266,155
| Closed | -$58.8M | – | 111 |
|
|
2024
Q4 | $58.8M | Buy |
266,155
+265,550
| +43,893% | +$58.7M | 2.83% | 9 |
|
|
2024
Q3 | $134K | Hold |
605
| – | – | 0.01% | 207 |
|
|
2024
Q2 | $123K | Sell |
605
-4,635
| -88% | -$940K | 0.01% | 199 |
|
|
2024
Q1 | $1.1M | Sell |
5,240
-558,860
| -99% | -$118M | 0.06% | 42 |
|
|
2023
Q4 | $113M | Buy |
564,100
+564,000
| +564,000% | +$113M | 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% | -$310K | ﹤0.01% | 107 |
|
|
2022
Q1 | $395K | Sell |
1,925
-68,084
| -97% | -$14M | 0.03% | 56 |
|
|
2021
Q4 | $15.6M | Sell |
70,009
-557
| -0.8% | -$124K | 0.78% | 20 |
|
|
2021
Q3 | $15.4M | Sell |
70,566
-78,163
| -53% | -$17.1M | 0.9% | 18 |
|
|
2021
Q2 | $34.1M | Sell |
148,729
-678,333
| -82% | -$156M | 2.13% | 10 |
|
|
2021
Q1 | $184M | Sell |
827,062
-1,084,882
| -57% | -$241M | 14.29% | 3 |
|
|
2020
Q4 | $372M | Buy |
+1,911,944
| New | +$372M | 37.54% | 1 |
|