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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$298K	Buy	+1,811	New	+$286K	0.01%	391
2025 Q3	–	Sell	-22	Closed	-$2.91K	–	429
2025 Q2	$2.91K	Buy	+22	New	+$2.76K	﹤0.01%	425
2025 Q1	–	Sell	-44	Closed	-$5.69K	–	378
2024 Q4	$5.69K	Hold	44	–	–	﹤0.01%	366
2024 Q3	$5.82K	Sell	44 -3	-6%	-$379	﹤0.01%	321
2024 Q2	$5.67K	Buy	+47	New	+$5.71K	﹤0.01%	297

Other funds holding IWS

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

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

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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Angeles Wealth Management opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026: 1,811 shares worth $298K. The stake represents 0.01% of the portfolio and ranks #391 among its holdings. This is a return to the name: Angeles Wealth Management previously reported a position in IWS as recently as Q2 2025.

Angeles Wealth Management first reported a position in IWS in Q2 2024 and has held it in 5 quarters since. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Angeles Wealth Management held 1,811 shares of iShares Russell Mid-Cap Value ETF worth $298K as of Q2 2026.
iShares Russell Mid-Cap Value ETF was a new Angeles Wealth Management position in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #391 holding.
Angeles Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2024 and has held it in 5 quarters since.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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