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iShares Russell 1000 Index shares owned by Orion Portfolio Solutions

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Orion Portfolio Solutions from 13F filings

Historical chart of Orion Portfolio Solutions investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 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 Russell 1000 Index by Orion Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $14M 49k 288.03
2023-12-31 $22M 86k 261.56
2023-09-30 $11M 46k 234.91
2023-06-30 $18M 45k 399.11
2023-03-31 $334k 1.5k 225.23
2022-12-31 $317k 1.5k 210.52
2022-09-30 $308k 1.6k 197.44
2022-06-30 $330k 1.6k 207.94
2022-03-31 $493k 2.0k 250.25
2021-12-31 $397k 1.5k 264.67
2021-09-30 $223k 922 241.87
2020-06-30 $2.3M 16k 141.54
2020-03-31 $2.3M 16k 141.54
2019-12-31 $186k 1.0k 178.67