AWM
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Angeles Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Angeles Wealth Management’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$974K Hold
8,850
– – 0.07% 108
2025
Q1 		$822K Hold
8,850
– – 0.07% 104
2024
Q4 		$899K Hold
8,850
– – 0.07% 97
2024
Q3 		$847K Buy
+8,850
New +$847K 0.07% 95