Angeles Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Angeles Wealth Management’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$116K	Buy	284 +190	+202%	+$75.3K	0.01%	531
2026 Q1	$33.5K	Hold	94	–	–	﹤0.01%	484
2025 Q4	$35.1K	Hold	94	–	–	﹤0.01%	426
2025 Q3	$34.4K	Hold	94	–	–	﹤0.01%	380
2025 Q2	$31.9K	Buy	94 +10	+12%	+$3.14K	﹤0.01%	393
2025 Q1	$25.8K	Hold	84	–	–	﹤0.01%	345
2024 Q4	$27.1K	Sell	84 -1	-1%	-$324	﹤0.01%	351
2024 Q3	$26.7K	Sell	85 -25	-23%	-$7.57K	﹤0.01%	309
2024 Q2	$32.7K	Sell	110 -180	-62%	-$51.7K	﹤0.01%	270
2024 Q1	$83.5K	Sell	290 -8,940	-97%	-$2.45M	0.01%	245
2023 Q4	$2.42M	Hold	9,230	–	–	0.29%	34
2023 Q3	$2.17M	Hold	9,230	–	–	0.31%	34
2023 Q2	$2.25M	Buy	9,230 +290	+3%	+$66.8K	0.31%	34
2023 Q1	$2.01M	Hold	8,940	–	–	0.3%	36
2022 Q4	$1.88M	Buy	+8,940	New	+$1.89M	0.33%	41

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Angeles Wealth Management's IWB Position: Q2 2026 in Review

Angeles Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 202% in Q2 2026, buying an estimated $75.3K and bringing the position to 284 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #531.

Angeles Wealth Management first reported a position in IWB in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.42M in Q4 2023. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Angeles Wealth Management held 284 shares of iShares Russell 1000 ETF worth $116K as of Q2 2026.
Angeles Wealth Management bought 190 iShares Russell 1000 ETF shares in Q2 2026, an estimated $75.3K.
iShares Russell 1000 ETF made up 0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #531 holding.
Angeles Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 15 quarters since.
Angeles Wealth Management's iShares Russell 1000 ETF position peaked at $2.42M in Q4 2023.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.