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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.91K	Buy	+22	New	+$2.91K	﹤0.01%	424
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%	-$397	﹤0.01%	321
2024 Q2	$5.68K	Buy	+47	New	+$5.68K	﹤0.01%	297