AIA
Angeles Investment Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-124,250
| Closed | -$20.1M | – | 119 |
|
|
2022
Q1 | $20.1M | Sell |
124,250
-346,925
| -74% | -$56M | 1.38% | 12 |
|
|
2021
Q4 | $78.2M | Buy |
471,175
+348,375
| +284% | +$57.8M | 3.89% | 6 |
|
|
2021
Q3 | $19.7M | Sell |
122,800
-1,720,362
| -93% | -$276M | 1.15% | 12 |
|
|
2021
Q2 | $306M | Buy |
1,843,162
+331,462
| +22% | +$54.9M | 19.1% | 1 |
|
|
2021
Q1 | $241M | Buy |
+1,511,700
| New | +$241M | 18.73% | 1 |
|