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Orgel Wealth Management bought more IWM and IWD shares, boosting stakes in small- and large-cap value ETFs.
Orgel Wealth Management LLC acquired 131 shares of the iShares Russell 2000 ETF (IWM) and increased its stake in the iShares Russell 1000 Value ETF (IWD), according to recent filings.
The transactions reflect the firm’s ongoing activity in U.S. equity index funds, focusing on small- and large-cap value stocks.
No further details on the timing or pricing of the trades were disclosed.
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Orgel Wealth Management compró más acciones de IWM e IWD, aumentando las participaciones en ETF de pequeño y gran valor.