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
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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 |
|---|---|---|---|
| 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 |