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iShares Russell 2000 Value Index shares owned by Angeles Wealth Management

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Angeles Wealth Management from 13F filings

Historical chart of Angeles Wealth Management investment in iShares Russell 2000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Value Index held by Angeles Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Value Index by Angeles Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $102k 575 176.81
2025-06-30 $91k 575 157.76
2025-03-31 $87k 575 150.98
2024-12-31 $101k 616 164.17
2024-09-30 $103k 616 166.82
2024-06-30 $6.2k 41 152.29
2022-12-31 $9.7k 70 138.67
2022-09-30 $9.0k 70 128.57