Orin Green Financial’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $957K | Buy |
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|
2025
Q2 | $836K | Buy |
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|
2025
Q1 | $691K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $821K | Sell |
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|
2024
Q2 | $767K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.02M | Buy |
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|
2023
Q3 | $897K | Sell |
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|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $989K | Sell |
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|
2022
Q4 | $994K | Buy |
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|
2022
Q3 | $938K | Buy |
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|
2022
Q2 | $959K | Buy |
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|
2022
Q1 | $1.12M | Buy |
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|
2021
Q4 | $1.1M | Sell |
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|
2021
Q3 | $1.36M | Buy |
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|
2021
Q2 | $1.37M | Sell |
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|
2021
Q1 | $1.32M | Sell |
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|
2020
Q4 | $1.23M | Buy |
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