Orin Green Financial’s iShares Russell Top 200 ETF IWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $291K | Sell |
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|
2025
Q2 | $704K | Hold |
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|
2025
Q1 | $581K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $691K | Buy |
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|
2024
Q2 | $648K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.08M | Sell |
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|
2023
Q3 | $981K | Hold |
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|
2023
Q2 | $1.01M | Sell |
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|
2023
Q1 | $929K | Buy |
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|
2022
Q4 | $848K | Sell |
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|
2022
Q3 | $829K | Sell |
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|
2022
Q2 | $940K | Hold |
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|
2022
Q1 | $1.11M | Hold |
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|
2021
Q4 | $1.11M | Sell |
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|
2021
Q3 | $1.06M | Buy |
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|
2021
Q2 | $989K | Hold |
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|
2021
Q1 | $911K | Sell |
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|
2020
Q4 | $881K | Buy |
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