Angeles Investment Advisors, LLC IWM holdings history
ISHARES RUSSELL 2000 ETF · CUSIP 464287655 · CIK 1535695
As of 2026-06-30, Angeles Investment Advisors, LLC reported 280.08K IWM (shares), valued at $84.15M, or 5.05% of its reported non-derivative portfolio. Filed 2026-07-22.
Verify history & sources →Shares increased 461.55%; reported value increased 580.33%, and weight changed +4.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 5.05% | 280,081 | SEC filing ↗Filed Jul 22, 2026 |
| Q1 2026 | 0.83% | 49,876 | SEC filing ↗Filed Apr 28, 2026 |
| Q4 2025 | 4.09% | 248,840 | SEC filing ↗Filed Feb 17, 2026 |
| Q3 2025 | 3.56% | 224,142 | SEC filing ↗Filed Nov 6, 2025 |
| Q2 2025 | 0.01% | 759 | SEC filing ↗Filed Aug 11, 2025 |
| Q1 2025 | Not reported | Not reported | — |
| Q4 2024 | 2.83% | 266,155 | SEC filing ↗Filed Feb 11, 2025 |
| Q3 2024 | 0.01% | 605 | SEC filing ↗Filed Nov 5, 2024 |
| Q2 2024 | 0.01% | 605 | SEC filing ↗Filed Aug 9, 2024 |
| Q1 2024 | 0.06% | 5,240 | SEC filing ↗Filed May 14, 2024 |
| Q4 2023 | 6.83% | 564,100 | SEC filing ↗Filed Feb 13, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 6.83% | 564,100 | $113.22M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 13, 2024 |
| Q1 2024 | 0.06% | 5,240 | $1.10M | Shares decreased 99.07%; reported value decreased 99.03%, and weight changed -6.77 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2024 |
| Q2 2024 | 0.01% | 605 | $122.75K | Shares decreased 88.45%; reported value decreased 88.86%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 9, 2024 |
| Q3 2024 | 0.01% | 605 | $133.64K | Shares unchanged; reported value increased 8.87%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2024 |
| Q4 2024 | 2.83% | 266,155 | $58.81M | Shares increased 43892.56%; reported value increased 43906.65%, and weight changed +2.82 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2025 |
| Q1 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2025 | 0.01% | 759 | $163.78K | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Aug 11, 2025 |
| Q3 2025 | 3.56% | 224,142 | $54.23M | Shares increased 29431.23%; reported value increased 33012.55%, and weight changed +3.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2025 |
| Q4 2025 | 4.09% | 248,840 | $61.25M | Shares increased 11.02%; reported value increased 12.95%, and weight changed +0.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 17, 2026 |
| Q1 2026 | 0.83% | 49,876 | $12.37M | Shares decreased 79.96%; reported value decreased 79.81%, and weight changed -3.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2026 |
| Q2 2026 | 5.05% | 280,081 | $84.15M | Shares increased 461.55%; reported value increased 580.33%, and weight changed +4.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2026 |
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