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
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