OGF
Orin Green Financial’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.02M | Sell |
45,920
-61
| -0.1% | -$6.67K | 2.12% | 15 |
|
|
2025
Q1 | $4.34M | Buy |
+45,981
| New | +$4.34M | 2.05% | 15 |
|
|
2024
Q4 | – | Sell |
-46,628
| Closed | -$5.45M | – | 11 |
|
|
2024
Q3 | $5.45M | Buy |
46,628
+1,859
| +4% | +$217K | 2.35% | 11 |
|
|
2024
Q2 | $4.78M | Buy |
+44,769
| New | +$4.78M | 2.2% | 11 |
|
|
2024
Q1 | – | Sell |
-45,436
| Closed | -$4.91M | – | 11 |
|
|
2023
Q4 | $4.91M | Sell |
45,436
-533
| -1% | -$57.6K | 2.42% | 11 |
|
|
2023
Q3 | $4.34M | Sell |
45,969
-2,331
| -5% | -$220K | 2.41% | 11 |
|
|
2023
Q2 | $4.81M | Buy |
48,300
+973
| +2% | +$97K | 2.52% | 11 |
|
|
2023
Q1 | $4.58M | Sell |
47,327
-844
| -2% | -$81.6K | 2.48% | 12 |
|
|
2022
Q4 | $4.56M | Buy |
48,171
+1,825
| +4% | +$173K | 2.68% | 11 |
|
|
2022
Q3 | $4.05M | Sell |
46,346
-7,076
| -13% | -$618K | 2.63% | 11 |
|
|
2022
Q2 | $4.93M | Buy |
53,422
+2,031
| +4% | +$187K | 3.08% | 11 |
|
|
2022
Q1 | $5.54M | Buy |
51,391
+824
| +2% | +$88.9K | 3.62% | 9 |
|
|
2021
Q4 | $5.4M | Buy |
50,567
+5,038
| +11% | +$538K | 3.91% | 8 |
|
|
2021
Q3 | $4.97M | Buy |
45,529
+1,414
| +3% | +$154K | 3.47% | 9 |
|
|
2021
Q2 | $4.98M | Buy |
44,115
+3,892
| +10% | +$440K | 3.53% | 9 |
|
|
2021
Q1 | $4.37M | Sell |
40,223
-6,145
| -13% | -$667K | 3.55% | 10 |
|
|
2020
Q4 | $4.26M | Buy |
+46,368
| New | +$4.26M | 3.38% | 10 |
|