Angeles Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.9K | Buy |
94
+10
| +12% | +$3.4K | ﹤0.01% | 393 |
|
|
2025
Q1 | $25.8K | Hold |
84
| – | – | ﹤0.01% | 345 |
|
|
2024
Q4 | $27.1K | Sell |
84
-1
| -1% | -$322 | ﹤0.01% | 351 |
|
|
2024
Q3 | $26.7K | Sell |
85
-25
| -23% | -$7.86K | ﹤0.01% | 309 |
|
|
2024
Q2 | $32.7K | Sell |
110
-180
| -62% | -$53.6K | ﹤0.01% | 270 |
|
|
2024
Q1 | $83.5K | Sell |
290
-8,940
| -97% | -$2.57M | 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% | +$70.7K | 0.31% | 34 |
|
|
2023
Q1 | $2.01M | Hold |
8,940
| – | – | 0.3% | 36 |
|
|
2022
Q4 | $1.88M | Buy |
+8,940
| New | +$1.88M | 0.33% | 41 |
|