Angeles Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$307K	Hold	780	–	–	0.01%	383
2026 Q1	$245K	Hold	780	–	–	0.01%	365
2025 Q4	$252K	Hold	780	–	–	0.01%	321
2025 Q3	$250K	Hold	780	–	–	0.02%	290
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	+$214K	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	+$7.88K	﹤0.01%	207

Other funds holding IWO

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

DADC

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

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

Angeles Wealth Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 780 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #383.

Angeles Wealth Management first reported a position in IWO in Q3 2022 and has held it in 10 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Angeles Wealth Management held 780 shares of iShares Russell 2000 Growth ETF worth $307K as of Q2 2026.
Angeles Wealth Management left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #383 holding.
Angeles Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2022 and has held it in 10 quarters since.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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