Orin Green Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $692K | Hold |
1,630
| – | – | 0.29% | 48 |
|
|
2025
Q1 | $542K | Buy |
+1,630
| New | +$542K | 0.26% | 51 |
|
|
2024
Q4 | – | Sell |
-1,630
| Closed | -$612K | – | 46 |
|
|
2024
Q3 | $612K | Hold |
1,630
| – | – | 0.26% | 47 |
|
|
2024
Q2 | $594K | Buy |
+1,630
| New | +$594K | 0.27% | 44 |
|
|
2024
Q1 | – | Sell |
-1,668
| Closed | -$506K | – | 46 |
|
|
2023
Q4 | $506K | Hold |
1,668
| – | – | 0.25% | 47 |
|
|
2023
Q3 | $444K | Sell |
1,668
-31
| -2% | -$8.25K | 0.25% | 47 |
|
|
2023
Q2 | $468K | Sell |
1,699
-74
| -4% | -$20.4K | 0.24% | 45 |
|
|
2023
Q1 | $433K | Sell |
1,773
-17
| -0.9% | -$4.15K | 0.23% | 48 |
|
|
2022
Q4 | $383K | Hold |
1,790
| – | – | 0.23% | 47 |
|
|
2022
Q3 | $377K | Hold |
1,790
| – | – | 0.25% | 45 |
|
|
2022
Q2 | $403K | Hold |
1,790
| – | – | 0.25% | 46 |
|
|
2022
Q1 | $497K | Hold |
1,790
| – | – | 0.32% | 43 |
|
|
2021
Q4 | $496K | Hold |
1,790
| – | – | 0.36% | 41 |
|
|
2021
Q3 | $491K | Hold |
1,790
| – | – | 0.34% | 44 |
|
|
2021
Q2 | $486K | Hold |
1,790
| – | – | 0.34% | 44 |
|
|
2021
Q1 | $435K | Hold |
1,790
| – | – | 0.35% | 44 |
|
|
2020
Q4 | $432K | Buy |
+1,790
| New | +$432K | 0.34% | 43 |
|