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 Q2	$158K	Buy	713 +33	+5%	+$6.91K	0.01%	512
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B 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 $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

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

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

Angeles Wealth Management increased its iShares Russell 2000 Value ETF (IWN) stake by 4.9% in Q2 2026, buying an estimated $6.91K and bringing the position to 713 shares worth $158K. The position accounts for 0.01% of the portfolio, ranked #512.

Angeles Wealth Management first reported a position in IWN in Q3 2022 and has held it in 11 quarters since. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Angeles Wealth Management held 713 shares of iShares Russell 2000 Value ETF worth $158K as of Q2 2026.
Angeles Wealth Management bought 33 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $6.91K.
iShares Russell 2000 Value ETF made up 0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #512 holding.
Angeles Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q3 2022 and has held it in 11 quarters since.
1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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