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 Q2	$2.66M	Buy	8,846 +2,418	+38%	+$679K	0.12%	74
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 $1.55T 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Angeles Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 38% in Q2 2026, buying an estimated $679K and bringing the position to 8,846 shares worth $2.66M. The position accounts for 0.12% of the portfolio, ranked #74.

Angeles Wealth Management first reported a position in IWM in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.84M in Q1 2022. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Angeles Wealth Management held 8,846 shares of iShares Russell 2000 ETF worth $2.66M as of Q2 2026.
Angeles Wealth Management bought 2,418 iShares Russell 2000 ETF shares in Q2 2026, an estimated $679K.
iShares Russell 2000 ETF made up 0.12% of Angeles Wealth Management's portfolio in Q2 2026, its #74 holding.
Angeles Wealth Management first reported a position in iShares Russell 2000 ETF in Q1 2022 and has held it in 18 quarters since.
Angeles Wealth Management's iShares Russell 2000 ETF position peaked at $2.84M in Q1 2022.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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