Orin Green Financial’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.24M | Sell |
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|
2025
Q1 | $5.43M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $6.18M | Buy |
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|
2024
Q2 | $5.65M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $5.72M | Sell |
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|
2023
Q3 | $5.13M | Sell |
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|
2023
Q2 | $5.49M | Buy |
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|
2023
Q1 | $5.24M | Sell |
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|
2022
Q4 | $5.11M | Sell |
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|
2022
Q3 | $4.89M | Sell |
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|
2022
Q2 | $5.21M | Buy |
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|
2022
Q1 | $6.17M | Buy |
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|
2021
Q4 | $6.11M | Buy |
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|
2021
Q3 | $6.1M | Buy |
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|
2021
Q2 | $6.13M | Sell |
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|
2021
Q1 | $5.84M | Sell |
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|
2020
Q4 | $5.91M | Buy |
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