Angeles Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $705K | Hold |
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|
2025
Q2 | $671K | Hold |
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|
2025
Q1 | $621K | Hold |
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|
2024
Q4 | $645K | Hold |
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|
2024
Q3 | $643K | Hold |
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|
2024
Q2 | $592K | Hold |
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|
2024
Q1 | $614K | Hold |
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|
2023
Q4 | $567K | Hold |
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|
2023
Q3 | $505K | Buy |
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|
2023
Q2 | $328K | Buy |
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|
2023
Q1 | $311K | Hold |
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|
2022
Q4 | $300K | Hold |
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|
2022
Q3 | $276K | Hold |
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|
2022
Q2 | $287K | Hold |
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|
2022
Q1 | $347K | Buy |
|