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iShares Morningstar Large Core Idx shares owned by Orion Portfolio Solutions

Quarter-by-quarter ownership of iShares Morningstar Large Core Idx (ILCB) shares owned by Orion Portfolio Solutions from 13F filings

Historical chart of Orion Portfolio Solutions investment in iShares Morningstar Large Core Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large Core Idx 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 Morningstar Large Core Idx by Orion Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 16k 79.23
2024-03-31 $391k 5.4k 72.47
2023-12-31 $301k 4.6k 65.59

More positions owned by Orion Portfolio Solutions

Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Total (IXUS)

View all positions for Orion Portfolio Solutions

Top funds holding iShares Morningstar Large Core Idx

Morgan Stanley
Equitable Holdings
Wells Fargo & Company
LPL Financial
Advisor Group Holdings
Wealth Enhancement Advisory Services
Bank of America Corporation
H D Vest Advisory Services
Commonwealth Equity Services
Jpmorgan Chase & Co
Gladstone Institutional Advisory
Private Advisor
Raymond James Financial Services Advisors
CI Private Wealth
Cambridge Investment Research Advisors

View all funds holding iShares Morningstar Large Core Idx