Angeles Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.59M	Buy	6,428 +125	+2%	+$32.2K	0.09%	90
2025 Q4	$1.55M	Buy	6,303 +2,382	+61%	+$586K	0.09%	87
2025 Q3	$949K	Sell	3,921 -138	-3%	-$31.7K	0.06%	115
2025 Q2	$876K	Sell	4,059 -122	-3%	-$24.6K	0.06%	117
2025 Q1	$834K	Hold	4,181	–	–	0.07%	102
2024 Q4	$924K	Hold	4,181	–	–	0.08%	95
2024 Q3	$924K	Hold	4,181	–	–	0.08%	91
2024 Q2	$848K	Buy	4,181 +674	+19%	+$136K	0.08%	87
2024 Q1	$738K	Hold	3,507	–	–	0.07%	92
2023 Q4	$704K	Buy	3,507 +110	+3%	+$19.7K	0.09%	87
2023 Q3	$600K	Buy	3,397 +1,892	+126%	+$355K	0.08%	86
2023 Q2	$282K	Sell	1,505 -4	-0.3%	-$713	0.04%	147
2023 Q1	$269K	Sell	1,509 -50	-3%	-$9.21K	0.04%	143
2022 Q4	$272K	Sell	1,559 -6,350	-80%	-$1.13M	0.05%	139
2022 Q3	$1.3M	Sell	7,909 -1,420	-15%	-$259K	0.26%	47
2022 Q2	$1.58M	Sell	9,329 -4,520	-33%	-$833K	0.32%	37
2022 Q1	$2.84M	Buy	+13,849	New	+$2.83M	0.54%	25

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Angeles Wealth Management's IWM Position: Q1 2026 in Review

Angeles Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 2% in Q1 2026, buying an estimated $32.2K and bringing the position to 6,428 shares worth $1.59M. The position accounts for 0.09% of the portfolio, ranked #90.

Angeles Wealth Management first reported a position in IWM in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.84M in Q1 2022. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Angeles Wealth Management held 6,428 shares of iShares Russell 2000 ETF worth $1.59M as of Q1 2026.
Angeles Wealth Management bought 125 iShares Russell 2000 ETF shares in Q1 2026, an estimated $32.2K.
iShares Russell 2000 ETF made up 0.09% of Angeles Wealth Management's portfolio in Q1 2026, its #90 holding.
Angeles Wealth Management first reported a position in iShares Russell 2000 ETF in Q1 2022 and has held it in 17 quarters since.
Angeles Wealth Management's iShares Russell 2000 ETF position peaked at $2.84M in Q1 2022.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.