Angeles Wealth Management’s iShares Micro-Cap ETF IWC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-944	Closed	-$149K	–	540
2025 Q4	$149K	Hold	944	–	–	0.01%	384
2025 Q3	$141K	Hold	944	–	–	0.01%	350
2025 Q2	$121K	Hold	944	–	–	0.01%	352
2025 Q1	$105K	Sell	944 -235	-20%	-$29.3K	0.01%	307
2024 Q4	$154K	Hold	1,179	–	–	0.01%	303
2024 Q3	$145K	Hold	1,179	–	–	0.01%	272
2024 Q2	$134K	Hold	1,179	–	–	0.01%	240
2024 Q1	$143K	Hold	1,179	–	–	0.01%	234
2023 Q4	$137K	Hold	1,179	–	–	0.02%	205
2023 Q3	$118K	Hold	1,179	–	–	0.02%	181
2023 Q2	$129K	Hold	1,179	–	–	0.02%	186
2023 Q1	$123K	Hold	1,179	–	–	0.02%	178
2022 Q4	$127K	Hold	1,179	–	–	0.02%	178
2022 Q3	$122K	Hold	1,179	–	–	0.02%	178
2022 Q2	$123K	Hold	1,179	–	–	0.02%	172
2022 Q1	$152K	Buy	+1,179	New	+$151K	0.03%	170