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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
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Angeles Wealth Management's IWB Position: Q1 2026 in Review

Angeles Wealth Management held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 94 shares worth $33.5K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Angeles Wealth Management first reported a position in IWB in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.42M in Q4 2023. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Angeles Wealth Management held 94 shares of iShares Russell 1000 ETF worth $33.5K as of Q1 2026.
  • Angeles Wealth Management left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 ETF made up ﹤0.01% of Angeles Wealth Management's portfolio in Q1 2026, its #484 holding.
  • Angeles Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 14 quarters since.
  • Angeles Wealth Management's iShares Russell 1000 ETF position peaked at $2.42M in Q4 2023.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.