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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$129K	Sell	680 -39	-5%	-$7.55K	0.01%	435
2025 Q4	$130K	Buy	719 +144	+25%	+$25.9K	0.01%	388
2025 Q3	$102K	Hold	575	–	–	0.01%	359
2025 Q2	$90.7K	Hold	575	–	–	0.01%	363
2025 Q1	$86.8K	Sell	575 -41	-7%	-$6.62K	0.01%	315
2024 Q4	$101K	Hold	616	–	–	0.01%	321
2024 Q3	$103K	Buy	616 +575	+1,402%	+$93.4K	0.01%	285
2024 Q2	$6.24K	Buy	+41	New	+$6.27K	﹤0.01%	296
2023 Q1	–	Sell	-70	Closed	-$9.71K	–	215
2022 Q4	$9.71K	Hold	70	–	–	﹤0.01%	207
2022 Q3	$9K	Buy	+70	New	+$10.1K	﹤0.01%	205

Other funds holding IWN

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Angeles Wealth Management reduced its iShares Russell 2000 Value ETF (IWN) stake by 5.4% in Q1 2026, selling an estimated $7.55K and leaving 680 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #435.

Angeles Wealth Management first reported a position in IWN in Q3 2022 and has held it in 10 quarters since. The position peaked at $130K in Q4 2025. 1,029 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Angeles Wealth Management held 680 shares of iShares Russell 2000 Value ETF worth $129K as of Q1 2026.
Angeles Wealth Management sold 39 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $7.55K.
iShares Russell 2000 Value ETF made up 0.01% of Angeles Wealth Management's portfolio in Q1 2026, its #435 holding.
Angeles Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q3 2022 and has held it in 10 quarters since.
Angeles Wealth Management's iShares Russell 2000 Value ETF position peaked at $130K in Q4 2025.
1,029 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

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