iShares Russell 3000 Index shares owned by Orion Portfolio Solutions
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Orion Portfolio Solutions
from 13F filings
Historical chart of Orion Portfolio Solutions investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Orion Portfolio Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.7M | 21k | 326.73 |
| 2024-03-31 | $6.3M | 21k | 300.08 |
| 2023-12-31 | $5.8M | 21k | 272.82 |
| 2023-09-30 | $5.2M | 21k | 245.06 |
| 2023-06-30 | $5.4M | 21k | 254.48 |
| 2023-03-31 | $5.2M | 22k | 235.41 |
| 2021-09-30 | $661k | 2.6k | 255.02 |