Angeles Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Hold |
780
| – | – | 0.02% | 308 |
|
|
2025
Q1 | $199K | Hold |
780
| – | – | 0.02% | 286 |
|
|
2024
Q4 | $225K | Hold |
780
| – | – | 0.02% | 266 |
|
|
2024
Q3 | $222K | Buy |
+780
| New | +$222K | 0.02% | 248 |
|
|
2023
Q1 | – | Sell |
-35
| Closed | -$7.51K | – | 216 |
|
|
2022
Q4 | $7.51K | Hold |
35
| – | – | ﹤0.01% | 208 |
|
|
2022
Q3 | $7K | Buy |
+35
| New | +$7K | ﹤0.01% | 207 |
|