Angeles Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $876K | Sell |
4,059
-122
| -3% | -$26.3K | 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% | +$137K | 0.08% | 87 |
|
|
2024
Q1 | $738K | Hold |
3,507
| – | – | 0.07% | 92 |
|
|
2023
Q4 | $704K | Buy |
3,507
+110
| +3% | +$22.1K | 0.09% | 87 |
|
|
2023
Q3 | $600K | Buy |
3,397
+1,892
| +126% | +$334K | 0.08% | 86 |
|
|
2023
Q2 | $282K | Sell |
1,505
-4
| -0.3% | -$749 | 0.04% | 147 |
|
|
2023
Q1 | $269K | Sell |
1,509
-50
| -3% | -$8.92K | 0.04% | 143 |
|
|
2022
Q4 | $272K | Sell |
1,559
-6,350
| -80% | -$1.11M | 0.05% | 139 |
|
|
2022
Q3 | $1.3M | Sell |
7,909
-1,420
| -15% | -$234K | 0.26% | 47 |
|
|
2022
Q2 | $1.58M | Sell |
9,329
-4,520
| -33% | -$766K | 0.32% | 37 |
|
|
2022
Q1 | $2.84M | Buy |
+13,849
| New | +$2.84M | 0.54% | 25 |
|