Orin Green Financial, LLC IWR Holdings History
Orin Green Financial, LLC's iShares Russell Mid-Cap ETF Holding Summary
As of 2025-03-31, Orin Green Financial, LLC held 69,076.00 shares of iShares Russell Mid-Cap ETF(IWR), totaling $5.43 Mil. This investment constitutes 2.56% of their stock portfolio, and Orin Green Financial, LLC now holds 0.02% of the outstanding iShares Russell Mid-Cap ETF(IWR) stock.
The initial trade took place in 2020Q4. And since then Orin Green Financial, LLC has made 6 purchases of IWR, at an average price of $63.90, for a total of 89,006.00 shares. In addition, there have been 11 sales at an average price of $74.15 for 19,930.00 shares. Based on historical transaction data and IWR's current price of $95.15, Orin Green Financial, LLC's estimated gain on his IWR holdings is $2.36 Mil, reflecting a 41.54% gain to date.
Orin Green Financial, LLC IWR ($95.15) Holding Chart
Orin Green Financial, LLC IWR ($95.15) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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