Orin Green Financial’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Orin Green Financial’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.27M	Sell	8,659 -108	-1%	-$14.9K	0.47%	33
2026 Q1	$1.12M	Buy	8,767 +80	+0.9%	+$10.8K	0.46%	35
2025 Q4	$1.19M	Sell	8,687 -417	-5%	-$58.3K	0.48%	32
2025 Q3	$1.3M	Hold	9,104	–	–	0.52%	32
2025 Q2	$1.26M	Sell	9,104 -74	-0.8%	-$9.36K	0.53%	31
2025 Q1	$1.01M	Buy	+9,178	New	+$1.18M	0.48%	31
2024 Q4	–	Sell	-9,510	Closed	-$1.21M	–	32
2024 Q3	$1.12M	Sell	9,510 -348	-4%	-$38.9K	0.48%	34
2024 Q2	$1.09M	Buy	+9,858	New	+$1.08M	0.5%	32
2024 Q1	–	Sell	-10,452	Closed	-$1.13M	–	29
2023 Q4	$1.09M	Buy	10,452 +1	+0%	+$95	0.54%	31
2023 Q3	$955K	Hold	10,451	–	–	0.53%	32
2023 Q2	$1.01M	Sell	10,451 -384	-4%	-$35K	0.53%	33
2023 Q1	$987K	Sell	10,835 -211	-2%	-$18.8K	0.53%	32
2022 Q4	$923K	Buy	11,046 +1	+0%	+$84	0.54%	31
2022 Q3	$867K	Buy	11,045 +1	+0%	+$86	0.56%	32
2022 Q2	$897K	Sell	11,044 -126	-1%	-$11K	0.56%	32
2022 Q1	$1.12M	Sell	11,170 -252	-2%	-$25.1K	0.73%	25
2021 Q4	$1.17M	Sell	11,422 -21	-0.2%	-$2.45K	0.85%	23
2021 Q3	$1.28M	Hold	11,443	–	–	0.89%	24
2021 Q2	$1.29M	Buy	11,443 +676	+6%	+$72.2K	0.92%	23
2021 Q1	$1.1M	Sell	10,767 -1,573	-13%	-$164K	0.89%	24
2020 Q4	$1.27M	Buy	+12,340	New	+$1.17M	1.01%	23

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Orin Green Financial reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.2% in Q2 2026, selling an estimated $14.9K and leaving 8,659 shares worth $1.27M. The position accounts for 0.47% of the portfolio, ranked #33.

Orin Green Financial first reported a position in IWP in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.3M in Q3 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Orin Green Financial held 8,659 shares of iShares Russell Mid-Cap Growth ETF worth $1.27M as of Q2 2026.
Orin Green Financial sold 108 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $14.9K.
iShares Russell Mid-Cap Growth ETF made up 0.47% of Orin Green Financial's portfolio in Q2 2026, its #33 holding.
Orin Green Financial first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 21 quarters since.
Orin Green Financial's iShares Russell Mid-Cap Growth ETF position peaked at $1.3M in Q3 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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