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Orin Green Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Orin Green Financial’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.21M Sell
4,041
-8
-0.2% -$2.25K 0.45% 34
2026
Q1 		$1M Buy
4,049
+19
+0.5% +$4.9K 0.41% 37
2025
Q4 		$992K Buy
4,030
+75
+2% +$18.4K 0.4% 37
2025
Q3 		$957K Buy
3,955
+79
+2% +$18.1K 0.38% 40
2025
Q2 		$836K Buy
3,876
+92
+2% +$18.5K 0.35% 43
2025
Q1 		$691K Buy
+3,784
New +$821K 0.33% 43
2024
Q4 		– Sell
-3,715
Closed -$847K – 42
2024
Q3 		$821K Sell
3,715
-66
-2% -$14.1K 0.35% 42
2024
Q2 		$767K Buy
+3,781
New +$764K 0.35% 40
2024
Q1 		– Sell
-5,086
Closed -$1.01M – 37
2023
Q4 		$1.02M Buy
5,086
+8
+0.2% +$1.43K 0.5% 33
2023
Q3 		$897K Sell
5,078
-444
-8% -$83.4K 0.5% 34
2023
Q2 		$1.03M Sell
5,522
-23
-0.4% -$4.1K 0.54% 31
2023
Q1 		$989K Sell
5,545
-156
-3% -$28.7K 0.54% 31
2022
Q4 		$994K Buy
5,701
+17
+0.3% +$3.02K 0.58% 30
2022
Q3 		$938K Buy
5,684
+77
+1% +$14K 0.61% 31
2022
Q2 		$959K Buy
5,607
+165
+3% +$30.4K 0.6% 29
2022
Q1 		$1.12M Buy
5,442
+48
+0.9% +$9.79K 0.73% 26
2021
Q4 		$1.1M Sell
5,394
-806
-13% -$182K 0.8% 25
2021
Q3 		$1.36M Buy
6,200
+235
+4% +$52.1K 0.95% 23
2021
Q2 		$1.37M Sell
5,965
-7
-0.1% -$1.57K 0.97% 22
2021
Q1 		$1.32M Sell
5,972
-280
-4% -$61.1K 1.07% 23
2020
Q4 		$1.23M Buy
+6,252
New +$1.09M 0.97% 24

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Orin Green Financial reduced its iShares Russell 2000 ETF (IWM) stake by 0.2% in Q2 2026, selling an estimated $2.25K and leaving 4,041 shares worth $1.21M. The position accounts for 0.45% of the portfolio, ranked #34.

Orin Green Financial first reported a position in IWM in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.37M in Q2 2021. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Orin Green Financial held 4,041 shares of iShares Russell 2000 ETF worth $1.21M as of Q2 2026.
  • Orin Green Financial sold 8 iShares Russell 2000 ETF shares in Q2 2026, an estimated $2.25K.
  • iShares Russell 2000 ETF made up 0.45% of Orin Green Financial's portfolio in Q2 2026, its #34 holding.
  • Orin Green Financial first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 21 quarters since.
  • Orin Green Financial's iShares Russell 2000 ETF position peaked at $1.37M in Q2 2021.
  • 2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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