Angeles Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.1M | Buy |
9,666
+640
| +7% | +$272K | 0.28% | 40 |
|
|
2025
Q1 | $3.26M | Buy |
9,026
+102
| +1% | +$36.8K | 0.27% | 40 |
|
|
2024
Q4 | $3.58M | Buy |
8,924
+205
| +2% | +$82.3K | 0.3% | 37 |
|
|
2024
Q3 | $3.27M | Buy |
8,719
+2,787
| +47% | +$1.05M | 0.28% | 36 |
|
|
2024
Q2 | $2.16M | Buy |
5,932
+1,690
| +40% | +$616K | 0.2% | 43 |
|
|
2024
Q1 | $1.43M | Hold |
4,242
| – | – | 0.14% | 55 |
|
|
2023
Q4 | $1.29M | Sell |
4,242
-45
| -1% | -$13.6K | 0.16% | 55 |
|
|
2023
Q3 | $1.14M | Sell |
4,287
-70
| -2% | -$18.6K | 0.16% | 53 |
|
|
2023
Q2 | $1.2M | Hold |
4,357
| – | – | 0.16% | 62 |
|
|
2023
Q1 | $1.06M | Buy |
4,357
+380
| +10% | +$92.8K | 0.16% | 65 |
|
|
2022
Q4 | $852K | Buy |
3,977
+1,089
| +38% | +$233K | 0.15% | 79 |
|
|
2022
Q3 | $608K | Hold |
2,888
| – | – | 0.12% | 82 |
|
|
2022
Q2 | $632K | Hold |
2,888
| – | – | 0.13% | 85 |
|
|
2022
Q1 | $802K | Buy |
+2,888
| New | +$802K | 0.15% | 78 |
|