Orin Green Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Orin Green Financial’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$780K	Hold	6,280	–	–	0.29%	48
2026 Q1	$669K	Sell	6,280 -240	-4%	-$27.2K	0.27%	50
2025 Q4	$771K	Hold	6,520	–	–	0.31%	45
2025 Q3	$764K	Hold	6,520	–	–	0.31%	47
2025 Q2	$692K	Hold	6,520	–	–	0.29%	48
2025 Q1	$542K	Buy	+6,520	New	+$643K	0.26%	51
2024 Q4	–	Sell	-6,520	Closed	-$641K	–	46
2024 Q3	$612K	Hold	6,520	–	–	0.26%	47
2024 Q2	$594K	Buy	+6,520	New	+$557K	0.27%	44
2024 Q1	–	Sell	-6,672	Closed	-$538K	–	46
2023 Q4	$506K	Hold	6,672	–	–	0.25%	47
2023 Q3	$444K	Sell	6,672 -124	-2%	-$8.56K	0.25%	47
2023 Q2	$468K	Sell	6,796 -296	-4%	-$18.8K	0.24%	45
2023 Q1	$433K	Sell	7,092 -68	-0.9%	-$3.92K	0.23%	48
2022 Q4	$383K	Hold	7,160	–	–	0.23%	47
2022 Q3	$377K	Hold	7,160	–	–	0.25%	45
2022 Q2	$403K	Hold	7,160	–	–	0.25%	46
2022 Q1	$497K	Hold	7,160	–	–	0.32%	43
2021 Q4	$496K	Hold	7,160	–	–	0.36%	41
2021 Q3	$491K	Hold	7,160	–	–	0.34%	44
2021 Q2	$486K	Hold	7,160	–	–	0.34%	44
2021 Q1	$435K	Hold	7,160	–	–	0.35%	44
2020 Q4	$432K	Buy	+7,160	New	+$408K	0.34%	43

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Orin Green Financial's IWF Position: Q2 2026 in Review

Orin Green Financial held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 6,280 shares worth $780K. The position accounts for 0.29% of the portfolio, ranked #48.

Orin Green Financial first reported a position in IWF in Q4 2020 and has held it in 21 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Orin Green Financial held 6,280 shares of iShares Russell 1000 Growth ETF worth $780K as of Q2 2026.
Orin Green Financial left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.29% of Orin Green Financial's portfolio in Q2 2026, its #48 holding.
Orin Green Financial first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 21 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Orin Green Financial's 13F filing for Q2 2026, filed 13 Jul 2026.