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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.68M	Sell	60,571 -1,358	-2%	-$143K	2.47%	12
2026 Q1	$6.02M	Buy	61,929 +92	+0.1%	+$9.19K	2.47%	10
2025 Q4	$5.95M	Sell	61,837 -3,924	-6%	-$377K	2.38%	11
2025 Q3	$6.35M	Sell	65,761 -2,046	-3%	-$194K	2.54%	10
2025 Q2	$6.24M	Sell	67,807 -1,269	-2%	-$110K	2.64%	10
2025 Q1	$5.43M	Buy	+69,076	New	+$6.16M	2.56%	10
2024 Q4	–	Sell	-70,149	Closed	-$6.37M	–	10
2024 Q3	$6.18M	Buy	70,149 +475	+0.7%	+$40K	2.67%	10
2024 Q2	$5.65M	Buy	+69,674	New	+$5.67M	2.6%	10
2024 Q1	–	Sell	-73,647	Closed	-$5.84M	–	10
2023 Q4	$5.72M	Sell	73,647 -381	-0.5%	-$27.1K	2.82%	10
2023 Q3	$5.13M	Sell	74,028 -1,191	-2%	-$86.9K	2.85%	10
2023 Q2	$5.49M	Buy	75,219 +290	+0.4%	+$20.2K	2.87%	10
2023 Q1	$5.24M	Sell	74,929 -864	-1%	-$61K	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%	-$50.2K	3.18%	10
2022 Q2	$5.21M	Buy	79,476 +423	+0.5%	+$30.1K	3.26%	10
2022 Q1	$6.17M	Buy	79,053 +725	+0.9%	+$55.8K	4.03%	6
2021 Q4	$6.11M	Buy	78,328 +322	+0.4%	+$26.4K	4.43%	5
2021 Q3	$6.1M	Buy	78,006 +599	+0.8%	+$48K	4.26%	6
2021 Q2	$6.13M	Sell	77,407 -1,526	-2%	-$118K	4.34%	6
2021 Q1	$5.84M	Sell	78,933 -7,239	-8%	-$523K	4.75%	6
2020 Q4	$5.91M	Buy	+86,172	New	+$5.49M	4.69%	6

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Orin Green Financial reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.2% in Q2 2026, selling an estimated $143K and leaving 60,571 shares worth $6.68M. The position accounts for 2.47% of the portfolio, ranked #12.

Orin Green Financial first reported a position in IWR in Q4 2020 and has held it in 21 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Orin Green Financial held 60,571 shares of iShares Russell Mid-Cap ETF worth $6.68M as of Q2 2026.
Orin Green Financial sold 1,358 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $143K.
iShares Russell Mid-Cap ETF made up 2.47% of Orin Green Financial's portfolio in Q2 2026, its #12 holding.
Orin Green Financial first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 21 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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