Orin Green Financial’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $836K | Buy |
3,876
+92
| +2% | +$19.9K | 0.35% | 43 |
|
|
2025
Q1 | $691K | Buy |
+3,784
| New | +$691K | 0.33% | 43 |
|
|
2024
Q4 | – | Sell |
-3,715
| Closed | -$821K | – | 42 |
|
|
2024
Q3 | $821K | Sell |
3,715
-66
| -2% | -$14.6K | 0.35% | 42 |
|
|
2024
Q2 | $767K | Buy |
+3,781
| New | +$767K | 0.35% | 40 |
|
|
2024
Q1 | – | Sell |
-5,086
| Closed | -$1.02M | – | 37 |
|
|
2023
Q4 | $1.02M | Buy |
5,086
+8
| +0.2% | +$1.61K | 0.5% | 33 |
|
|
2023
Q3 | $897K | Sell |
5,078
-444
| -8% | -$78.5K | 0.5% | 34 |
|
|
2023
Q2 | $1.03M | Sell |
5,522
-23
| -0.4% | -$4.31K | 0.54% | 31 |
|
|
2023
Q1 | $989K | Sell |
5,545
-156
| -3% | -$27.8K | 0.54% | 31 |
|
|
2022
Q4 | $994K | Buy |
5,701
+17
| +0.3% | +$2.96K | 0.58% | 30 |
|
|
2022
Q3 | $938K | Buy |
5,684
+77
| +1% | +$12.7K | 0.61% | 31 |
|
|
2022
Q2 | $959K | Buy |
5,607
+165
| +3% | +$28.2K | 0.6% | 29 |
|
|
2022
Q1 | $1.12M | Buy |
5,442
+48
| +0.9% | +$9.85K | 0.73% | 26 |
|
|
2021
Q4 | $1.1M | Sell |
5,394
-806
| -13% | -$164K | 0.8% | 25 |
|
|
2021
Q3 | $1.36M | Buy |
6,200
+235
| +4% | +$51.4K | 0.95% | 23 |
|
|
2021
Q2 | $1.37M | Sell |
5,965
-7
| -0.1% | -$1.61K | 0.97% | 22 |
|
|
2021
Q1 | $1.32M | Sell |
5,972
-280
| -4% | -$61.8K | 1.07% | 23 |
|
|
2020
Q4 | $1.23M | Buy |
+6,252
| New | +$1.23M | 0.97% | 24 |
|