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iShares Russell 1000 Value Index shares owned by Orion Capital Management

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Orion Capital Management from 13F filings

Historical chart of Orion Capital Management investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value Index held by Orion Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Value Index by Orion Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $242k 1.3k 189.80
2024-03-31 $225k 1.3k 179.11
2023-12-31 $208k 1.3k 165.25
2023-09-30 $191k 1.3k 151.82
2023-03-31 $192k 1.3k 152.26
2022-12-31 $191k 1.3k 151.65

More positions owned by Orion Capital Management

Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Etf Ser Solutions Distillate Us (DSTL)
Vanguard Specialized Funds Div App Etf (VIG)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Intuitive Surgical Com New (ISRG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
American Centy Etf Tr Avantis Core Fi (AVIG)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
NVIDIA Corporation (NVDA)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Orion Capital Management

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Financial Engines Advisors L.L.C
Jpmorgan Chase & Co
Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
Northern Trust
Raymond James & Associates
M^T Bank Corporation
LPL Financial
Pnc Financial Services
Synovus Financial Corp.
BlackRock

View all funds holding iShares Russell 1000 Value Index