Angeles Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.44M	Buy	13,023 +5,082	+64%	+$535K	0.07%	124
2026 Q1	$772K	Hold	7,941	–	–	0.04%	169
2025 Q4	$764K	Buy	7,941 +642	+9%	+$61.7K	0.04%	159
2025 Q3	$705K	Hold	7,299	–	–	0.04%	153
2025 Q2	$671K	Hold	7,299	–	–	0.05%	148
2025 Q1	$621K	Hold	7,299	–	–	0.05%	124
2024 Q4	$645K	Hold	7,299	–	–	0.05%	123
2024 Q3	$643K	Hold	7,299	–	–	0.06%	119
2024 Q2	$592K	Hold	7,299	–	–	0.06%	113
2024 Q1	$614K	Hold	7,299	–	–	0.06%	106
2023 Q4	$567K	Hold	7,299	–	–	0.07%	100
2023 Q3	$505K	Buy	7,299 +2,805	+62%	+$205K	0.07%	90
2023 Q2	$328K	Buy	4,494 +50	+1%	+$3.48K	0.04%	131
2023 Q1	$311K	Hold	4,444	–	–	0.05%	128
2022 Q4	$300K	Hold	4,444	–	–	0.05%	127
2022 Q3	$276K	Hold	4,444	–	–	0.05%	128
2022 Q2	$287K	Hold	4,444	–	–	0.06%	136
2022 Q1	$347K	Buy	+4,444	New	+$342K	0.07%	124

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Angeles Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 64% in Q2 2026, buying an estimated $535K and bringing the position to 13,023 shares worth $1.44M. The position accounts for 0.07% of the portfolio, ranked #124.

Angeles Wealth Management first reported a position in IWR in Q1 2022 and has held it in 18 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Angeles Wealth Management held 13,023 shares of iShares Russell Mid-Cap ETF worth $1.44M as of Q2 2026.
Angeles Wealth Management bought 5,082 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $535K.
iShares Russell Mid-Cap ETF made up 0.07% of Angeles Wealth Management's portfolio in Q2 2026, its #124 holding.
Angeles Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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