Orin Green Financial’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
9,104
-74
| -0.8% | -$10.3K | 0.53% | 31 |
|
|
2025
Q1 | $1.01M | Buy |
+9,178
| New | +$1.01M | 0.48% | 31 |
|
|
2024
Q4 | – | Sell |
-9,510
| Closed | -$1.12M | – | 32 |
|
|
2024
Q3 | $1.12M | Sell |
9,510
-348
| -4% | -$40.8K | 0.48% | 34 |
|
|
2024
Q2 | $1.09M | Buy |
+9,858
| New | +$1.09M | 0.5% | 32 |
|
|
2024
Q1 | – | Sell |
-10,452
| Closed | -$1.09M | – | 29 |
|
|
2023
Q4 | $1.09M | Buy |
10,452
+1
| +0% | +$104 | 0.54% | 31 |
|
|
2023
Q3 | $955K | Hold |
10,451
| – | – | 0.53% | 32 |
|
|
2023
Q2 | $1.01M | Sell |
10,451
-384
| -4% | -$37.1K | 0.53% | 33 |
|
|
2023
Q1 | $987K | Sell |
10,835
-211
| -2% | -$19.2K | 0.53% | 32 |
|
|
2022
Q4 | $923K | Buy |
11,046
+1
| +0% | +$84 | 0.54% | 31 |
|
|
2022
Q3 | $867K | Buy |
11,045
+1
| +0% | +$78 | 0.56% | 32 |
|
|
2022
Q2 | $897K | Sell |
11,044
-126
| -1% | -$10.2K | 0.56% | 32 |
|
|
2022
Q1 | $1.12M | Sell |
11,170
-252
| -2% | -$25.3K | 0.73% | 25 |
|
|
2021
Q4 | $1.17M | Sell |
11,422
-21
| -0.2% | -$2.15K | 0.85% | 23 |
|
|
2021
Q3 | $1.28M | Hold |
11,443
| – | – | 0.89% | 24 |
|
|
2021
Q2 | $1.3M | Buy |
11,443
+676
| +6% | +$76.5K | 0.92% | 23 |
|
|
2021
Q1 | $1.1M | Sell |
10,767
-1,573
| -13% | -$161K | 0.89% | 24 |
|
|
2020
Q4 | $1.27M | Buy |
+12,340
| New | +$1.27M | 1.01% | 23 |
|