Angeles Investment Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Angeles Investment Advisors’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-632,300	Closed	-$80.1M	–	112
2024 Q4	$80.1M	Buy	+632,300	New	+$80.4M	3.86%	6
2024 Q2	–	Sell	-354,500	Closed	-$40.5M	–	230
2024 Q1	$40.5M	Buy	354,500 +122,500	+53%	+$13.3M	2.15%	13
2023 Q4	$24.2M	Buy	+232,000	New	+$22M	1.46%	13

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Angeles Investment Advisors's IWP Position: Q1 2025 in Review

Angeles Investment Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2025, closing a stake of 632,300 shares — an estimated $80.1M sold.

Angeles Investment Advisors first reported a position in IWP in Q4 2023 and held it in 3 quarters. The position peaked at $80.1M in Q4 2024. 1,085 funds tracked by Wall St. Rank hold IWP as of Q1 2025.

Angeles Investment Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
Angeles Investment Advisors sold 632,300 iShares Russell Mid-Cap Growth ETF shares in Q1 2025, an estimated $80.1M.
Angeles Investment Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and held it in 3 quarters.
Angeles Investment Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $80.1M in Q4 2024.
1,085 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.