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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$31.9K Buy
2025
Q1
$25.8K Hold
2024
Q4
$27.1K Sell
2024
Q3
$26.7K Sell
2024
Q2
$32.7K Sell
2024
Q1
$83.5K Sell
2023
Q4
$2.42M Hold
2023
Q3
$2.17M Hold
2023
Q2
$2.25M Buy
2023
Q1
$2.01M Hold
2022
Q4
$1.88M Buy