OGF
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Orin Green Financial’s iShares Russell Top 200 ETF IWL Stock Holding History

Orin Green Financial’s Portfolio IWL Stock Details IWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$263K Sell
1,422
-252
-15% -$45.3K 0.1% 69
2026
Q1 		$269K Sell
1,674
-76
-4% -$12.8K 0.11% 66
2025
Q4 		$299K Hold
1,750
– – 0.12% 64
2025
Q3 		$291K Sell
1,750
-2,850
-62% -$454K 0.12% 67
2025
Q2 		$704K Hold
4,600
– – 0.3% 47
2025
Q1 		$581K Buy
+4,600
New +$668K 0.27% 47
2024
Q4 		– Sell
-4,917
Closed -$712K – 44
2024
Q3 		$691K Buy
4,917
+83
+2% +$11.3K 0.3% 46
2024
Q2 		$648K Buy
+4,834
New +$618K 0.3% 43
2024
Q1 		– Sell
-9,363
Closed -$1.14M – 42
2023
Q4 		$1.08M Sell
9,363
-127
-1% -$13.7K 0.53% 32
2023
Q3 		$981K Hold
9,490
– – 0.54% 31
2023
Q2 		$1.01M Sell
9,490
-54
-0.6% -$5.43K 0.53% 32
2023
Q1 		$929K Buy
9,544
+123
+1% +$11.6K 0.5% 33
2022
Q4 		$848K Sell
9,421
-335
-3% -$30.4K 0.5% 33
2022
Q3 		$829K Sell
9,756
-527
-5% -$49.8K 0.54% 33
2022
Q2 		$940K Hold
10,283
– – 0.59% 31
2022
Q1 		$1.11M Hold
10,283
– – 0.73% 27
2021
Q4 		$1.11M Sell
10,283
-32
-0.3% -$3.53K 0.8% 24
2021
Q3 		$1.06M Buy
10,315
+699
+7% +$74.2K 0.74% 28
2021
Q2 		$989K Hold
9,616
– – 0.7% 27
2021
Q1 		$911K Sell
9,616
-143
-1% -$13.2K 0.74% 27
2020
Q4 		$881K Buy
+9,759
New +$834K 0.7% 29

Other funds holding IWL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

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

Orin Green Financial reduced its iShares Russell Top 200 ETF (IWL) stake by 15% in Q2 2026, selling an estimated $45.3K and leaving 1,422 shares worth $263K. The position accounts for 0.1% of the portfolio, ranked #69.

Orin Green Financial first reported a position in IWL in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.11M in Q1 2022. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Orin Green Financial held 1,422 shares of iShares Russell Top 200 ETF worth $263K as of Q2 2026.
  • Orin Green Financial sold 252 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $45.3K.
  • iShares Russell Top 200 ETF made up 0.1% of Orin Green Financial's portfolio in Q2 2026, its #69 holding.
  • Orin Green Financial first reported a position in iShares Russell Top 200 ETF in Q4 2020 and has held it in 21 quarters since.
  • Orin Green Financial's iShares Russell Top 200 ETF position peaked at $1.11M in Q1 2022.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

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