iShares S&P 500 Growth Index shares owned by Orion Portfolio Solutions
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Orion Portfolio Solutions
from 13F filings
Historical chart of Orion Portfolio Solutions investment in iShares S&P 500 Growth Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Growth Index held by Orion Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Growth Index by Orion Portfolio Solutions
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $27M | 283k | 95.75 |
2024-03-31 | $14M | 167k | 84.44 |
2023-12-31 | $5.8M | 77k | 74.50 |
2023-09-30 | $5.0M | 73k | 68.42 |
2023-06-30 | $1.6M | 23k | 70.48 |
2023-03-31 | $944k | 15k | 63.89 |
2022-12-31 | $520k | 8.9k | 58.50 |
2022-09-30 | $654k | 11k | 57.89 |
2022-06-30 | $618k | 10k | 60.38 |
2022-03-31 | $75M | 977k | 76.38 |
2021-12-31 | $833k | 10k | 83.71 |
2021-09-30 | $608k | 8.2k | 73.90 |
2021-06-30 | $521k | 7.2k | 72.72 |
2021-03-31 | $437k | 6.7k | 65.15 |
2020-12-31 | $477k | 7.5k | 63.81 |
2020-09-30 | $337k | 1.5k | 230.82 |
2020-06-30 | $256k | 1.6k | 164.95 |
2020-03-31 | $256k | 1.6k | 164.95 |
2019-12-31 | $300k | 1.5k | 193.92 |