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iShares Russell Midcap Value Index shares owned by Orion Portfolio Solutions

Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Orion Portfolio Solutions from 13F filings

Historical chart of Orion Portfolio Solutions investment in iShares Russell Midcap Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Value Index 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 Russell Midcap Value Index by Orion Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.9M 34k 115.64
2023-09-30 $935k 9.0k 104.34
2023-06-30 $2.5M 3.8k 667.49
2023-03-31 $2.4M 23k 106.20
2022-12-31 $2.3M 22k 105.34
2022-09-30 $2.4M 25k 96.04
2022-06-30 $2.2M 21k 101.57
2022-03-31 $2.1M 17k 119.64
2021-12-31 $1.5M 12k 122.43
2021-09-30 $1.4M 13k 113.22
2021-06-30 $1.4M 13k 114.99
2021-03-31 $1.4M 13k 109.33
2020-12-31 $1.3M 14k 96.97
2020-09-30 $1.1M 14k 80.82
2020-06-30 $691k 11k 64.07
2020-03-31 $691k 11k 64.07
2019-12-31 $5.3M 56k 94.77