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 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 $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Angeles Wealth Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 7,941 shares worth $772K. The position accounts for 0.04% of the portfolio, ranked #169.

Angeles Wealth Management first reported a position in IWR in Q1 2022 and has held it in 17 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Angeles Wealth Management held 7,941 shares of iShares Russell Mid-Cap ETF worth $772K as of Q1 2026.
Angeles Wealth Management left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.04% of Angeles Wealth Management's portfolio in Q1 2026, its #169 holding.
Angeles Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2022 and has held it in 17 quarters since.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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