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iShares Russell 3000 Index shares owned by Orion Portfolio Solutions

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Orion Portfolio Solutions from 13F filings

Historical chart of Orion Portfolio Solutions investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 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 3000 Index by Orion Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.3M 21k 300.08
2023-12-31 $5.8M 21k 272.82
2023-09-30 $5.2M 21k 245.06
2023-06-30 $5.4M 21k 254.48
2023-03-31 $5.2M 22k 235.41
2021-09-30 $661k 2.6k 255.02