Angeles Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $949K | Sell |
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|
2025
Q2 | $876K | Sell |
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|
2025
Q1 | $834K | Hold |
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|
2024
Q4 | $924K | Hold |
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|
2024
Q3 | $924K | Hold |
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|
2024
Q2 | $848K | Buy |
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|
2024
Q1 | $738K | Hold |
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|
2023
Q4 | $704K | Buy |
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|
2023
Q3 | $600K | Buy |
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|
2023
Q2 | $282K | Sell |
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|
2023
Q1 | $269K | Sell |
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|
2022
Q4 | $272K | Sell |
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|
2022
Q3 | $1.3M | Sell |
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|
2022
Q2 | $1.58M | Sell |
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|
2022
Q1 | $2.84M | Buy |
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