OGF
Orin Green Financial’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.24M | Sell |
67,807
-1,269
| -2% | -$117K | 2.64% | 10 |
|
|
2025
Q1 | $5.43M | Buy |
+69,076
| New | +$5.43M | 2.56% | 10 |
|
|
2024
Q4 | – | Sell |
-70,149
| Closed | -$6.18M | – | 10 |
|
|
2024
Q3 | $6.18M | Buy |
70,149
+475
| +0.7% | +$41.9K | 2.67% | 10 |
|
|
2024
Q2 | $5.65M | Buy |
+69,674
| New | +$5.65M | 2.6% | 10 |
|
|
2024
Q1 | – | Sell |
-73,647
| Closed | -$5.72M | – | 10 |
|
|
2023
Q4 | $5.72M | Sell |
73,647
-381
| -0.5% | -$29.6K | 2.82% | 10 |
|
|
2023
Q3 | $5.13M | Sell |
74,028
-1,191
| -2% | -$82.5K | 2.85% | 10 |
|
|
2023
Q2 | $5.49M | Buy |
75,219
+290
| +0.4% | +$21.2K | 2.87% | 10 |
|
|
2023
Q1 | $5.24M | Sell |
74,929
-864
| -1% | -$60.4K | 2.84% | 10 |
|
|
2022
Q4 | $5.11M | Sell |
75,793
-2,953
| -4% | -$199K | 3% | 10 |
|
|
2022
Q3 | $4.89M | Sell |
78,746
-730
| -0.9% | -$45.3K | 3.18% | 10 |
|
|
2022
Q2 | $5.21M | Buy |
79,476
+423
| +0.5% | +$27.7K | 3.26% | 10 |
|
|
2022
Q1 | $6.17M | Buy |
79,053
+725
| +0.9% | +$56.6K | 4.03% | 6 |
|
|
2021
Q4 | $6.11M | Buy |
78,328
+322
| +0.4% | +$25.1K | 4.43% | 5 |
|
|
2021
Q3 | $6.1M | Buy |
78,006
+599
| +0.8% | +$46.9K | 4.26% | 6 |
|
|
2021
Q2 | $6.13M | Sell |
77,407
-1,526
| -2% | -$121K | 4.34% | 6 |
|
|
2021
Q1 | $5.84M | Sell |
78,933
-7,239
| -8% | -$535K | 4.75% | 6 |
|
|
2020
Q4 | $5.91M | Buy |
+86,172
| New | +$5.91M | 4.69% | 6 |
|