Angeles Wealth Management, LLC Ishares Russell2000 Val ETF Transaction History

Angeles Wealth Management, LLC

  • $1.62 Billion
  • Q3 2025

A detailed history of Angeles Wealth Management, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 575 shares of IWN stock, worth $100,435. This represents 0.01% of its overall portfolio holdings.

Number of Shares
575
Previous 575 -0.0%
Holding current value
$100,435
Previous $90,000 12.22%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
SELL
$149.27 - $169.4 $6,120 - $6,945
-41 Reduced 6.66%
575 $86,000
Q3 2024

Oct 29, 2024
BUY
$150.05 - $171.34 $86,278 - $98,520
575 Added 1402.44%
616 $102,000
Q2 2024

Aug 07, 2024
BUY
$146.03 - $158.93 $5,987 - $6,516
41 New
41 $6,000
Q3 2022

Nov 03, 2022
BUY
$128.93 - $159.38 $9,025 - $11,156
70 New
70 $9,000

Others Institutions Holding IWN

# of Institutions
1,125
Shares Held
54.4M
Call Options Held
152K
Put Options Held
25.3K
View Full List

About ISHARES RUSSELL2000 VAL ETF

IWN Quotes by TradingView
  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
Track This Portfolio

Track Angeles Wealth Management, LLC Portfolio

Follow Angeles Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Angeles Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Angeles Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email