Angeles Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$194K | 0.07% | 90 |
|
|
2023
Q2 | $328K | Buy |
4,494
+50
| +1% | +$3.65K | 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 | +$347K | 0.07% | 124 |
|