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iShares S&P 1500 Index Fund shares owned by Orion Portfolio Solutions

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Orion Portfolio Solutions from 13F filings

Historical chart of Orion Portfolio Solutions investment in iShares S&P 1500 Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund 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 1500 Index Fund by Orion Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $57M 456k 125.62
2024-03-31 $57M 494k 115.30
2023-12-31 $35M 336k 104.78
2023-09-30 $33M 352k 94.19
2023-06-30 $42M 423k 99.43
2023-03-31 $41M 450k 90.55
2022-12-31 $616k 7.3k 84.80
2022-09-30 $21M 268k 79.54
2022-06-30 $176M 2.1M 83.78
2022-03-31 $428k 4.2k 100.94
2021-12-31 $344k 3.2k 106.87
2021-09-30 $446k 4.5k 98.48
2020-12-31 $244k 2.8k 86.10
2020-06-30 $81k 1.4k 57.20
2020-03-31 $81k 1.4k 57.20
2019-12-31 $80k 1.1k 72.60