Orin Green Financial’s iShares Russell Top 200 ETF IWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $704K | Hold |
4,600
| – | – | 0.3% | 47 |
|
|
2025
Q1 | $581K | Buy |
+4,600
| New | +$581K | 0.27% | 47 |
|
|
2024
Q4 | – | Sell |
-4,917
| Closed | -$691K | – | 44 |
|
|
2024
Q3 | $691K | Buy |
4,917
+83
| +2% | +$11.7K | 0.3% | 46 |
|
|
2024
Q2 | $648K | Buy |
+4,834
| New | +$648K | 0.3% | 43 |
|
|
2024
Q1 | – | Sell |
-9,363
| Closed | -$1.08M | – | 42 |
|
|
2023
Q4 | $1.08M | Sell |
9,363
-127
| -1% | -$14.6K | 0.53% | 32 |
|
|
2023
Q3 | $981K | Hold |
9,490
| – | – | 0.54% | 31 |
|
|
2023
Q2 | $1.01M | Sell |
9,490
-54
| -0.6% | -$5.76K | 0.53% | 32 |
|
|
2023
Q1 | $929K | Buy |
9,544
+123
| +1% | +$12K | 0.5% | 33 |
|
|
2022
Q4 | $848K | Sell |
9,421
-335
| -3% | -$30.1K | 0.5% | 33 |
|
|
2022
Q3 | $829K | Sell |
9,756
-527
| -5% | -$44.8K | 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% | -$3.45K | 0.8% | 24 |
|
|
2021
Q3 | $1.06M | Buy |
10,315
+699
| +7% | +$72K | 0.74% | 28 |
|
|
2021
Q2 | $989K | Hold |
9,616
| – | – | 0.7% | 27 |
|
|
2021
Q1 | $911K | Sell |
9,616
-143
| -1% | -$13.5K | 0.74% | 27 |
|
|
2020
Q4 | $881K | Buy |
+9,759
| New | +$881K | 0.7% | 29 |
|