Angeles Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
+5,984
| New | +$1.16M | 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% | +$1.48M | 0.27% | 48 |
|
|
2022
Q3 | $48K | Buy |
+350
| New | +$48K | 0.01% | 190 |
|