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iShares S&P 500 Growth Index shares owned by Orion Portfolio Solutions

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Orion Portfolio Solutions from 13F filings

Historical chart of Orion Portfolio Solutions investment in iShares S&P 500 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Growth Index held by Orion Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Growth Index by Orion Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $14M 167k 84.44
2023-12-31 $5.8M 77k 74.50
2023-09-30 $5.0M 73k 68.42
2023-06-30 $1.6M 23k 70.48
2023-03-31 $944k 15k 63.89
2022-12-31 $520k 8.9k 58.50
2022-09-30 $654k 11k 57.89
2022-06-30 $618k 10k 60.38
2022-03-31 $75M 977k 76.38
2021-12-31 $833k 10k 83.71
2021-09-30 $608k 8.2k 73.90
2021-06-30 $521k 7.2k 72.72
2021-03-31 $437k 6.7k 65.15
2020-12-31 $477k 7.5k 63.81
2020-09-30 $337k 1.5k 230.82
2020-06-30 $256k 1.6k 164.95
2020-03-31 $256k 1.6k 164.95
2019-12-31 $300k 1.5k 193.92