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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

TCIIS

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

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

Angeles Wealth Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 780 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #365.

Angeles Wealth Management first reported a position in IWO in Q3 2022 and has held it in 9 quarters since. The position peaked at $252K in Q4 2025. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Angeles Wealth Management held 780 shares of iShares Russell 2000 Growth ETF worth $245K as of Q1 2026.
Angeles Wealth Management left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 2000 Growth ETF made up 0.01% of Angeles Wealth Management's portfolio in Q1 2026, its #365 holding.
Angeles Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2022 and has held it in 9 quarters since.
Angeles Wealth Management's iShares Russell 2000 Growth ETF position peaked at $252K in Q4 2025.
1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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