iShares Russell 1000 Value Index shares owned by Orion Portfolio Solutions
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Orion Portfolio Solutions
from 13F filings
Historical chart of Orion Portfolio Solutions investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Orion Portfolio Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $12M | 66k | 179.11 |
| 2023-12-31 | $27M | 161k | 165.77 |
| 2023-09-30 | $11M | 74k | 151.82 |
| 2023-06-30 | $13M | 43k | 307.35 |
| 2023-03-31 | $1.2M | 8.0k | 152.27 |
| 2022-12-31 | $6.8M | 45k | 151.65 |
| 2022-09-30 | $6.5M | 48k | 135.98 |
| 2022-06-30 | $6.5M | 45k | 144.98 |
| 2022-03-31 | $5.9M | 36k | 165.97 |
| 2021-12-31 | $6.5M | 39k | 167.94 |
| 2021-09-30 | $5.6M | 36k | 156.51 |
| 2021-06-30 | $6.0M | 38k | 158.62 |
| 2021-03-31 | $5.7M | 38k | 151.54 |
| 2020-12-31 | $6.1M | 44k | 136.73 |
| 2020-09-30 | $5.0M | 43k | 118.12 |
| 2020-06-30 | $3.3M | 34k | 99.19 |
| 2020-03-31 | $3.3M | 34k | 99.19 |
| 2019-12-31 | $3.7M | 27k | 136.47 |
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