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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.16M	Buy	8,898 +1,932	+28%	+$450K	0.1%	89
2026 Q1	$1.49M	Buy	6,966 +34	+0.5%	+$7.45K	0.08%	92
2025 Q4	$1.46M	Buy	6,932 +368	+6%	+$76K	0.08%	97
2025 Q3	$1.34M	Buy	6,564 +580	+10%	+$115K	0.08%	89
2025 Q2	$1.16M	Buy	+5,984	New	+$1.11M	0.08%	94
2024 Q1	–	Sell	-10,080	Closed	-$1.67M	–	304
2023 Q4	$1.67M	Hold	10,080	–	–	0.2%	46
2023 Q3	$1.53M	Hold	10,080	–	–	0.22%	42
2023 Q2	$1.59M	Hold	10,080	–	–	0.22%	49
2023 Q1	$1.53M	Hold	10,080	–	–	0.23%	50
2022 Q4	$1.53M	Buy	10,080 +9,730	+2,780%	+$1.46M	0.27%	48
2022 Q3	$48K	Buy	+350	New	+$52.6K	0.01%	190

Other funds holding IWD

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Angeles Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 28% in Q2 2026, buying an estimated $450K and bringing the position to 8,898 shares worth $2.16M. The position accounts for 0.1% of the portfolio, ranked #89.

Angeles Wealth Management first reported a position in IWD in Q3 2022 and has held it in 11 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Angeles Wealth Management held 8,898 shares of iShares Russell 1000 Value ETF worth $2.16M as of Q2 2026.
Angeles Wealth Management bought 1,932 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $450K.
iShares Russell 1000 Value ETF made up 0.1% of Angeles Wealth Management's portfolio in Q2 2026, its #89 holding.
Angeles Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q3 2022 and has held it in 11 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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