Position history for Orion Porfolio Solutions, LLC's holdings in ISHARES TR
Orion Porfolio Solutions, LLC holds 434,413 shares of IVV (ISHARES TR), worth $283.8M as of 2026-Q1. The position was decreased (-14.6% shares). IVV represents 2.4% of Orion Porfolio Solutions, LLC's portfolio.
Current Value
$283.8M
Current Shares
434,413
Total Value Change
-$8.7M
Total Shares Change
-99,941
Other major holders of IVV: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Decreased |
| 434,413 |
-14.6% |
| $283.8M |
| 2.4% |
| $683.37 |
0 |
| 2025-Q4 | Increased | 508,713 | +13.9% | $348.4M | 2.6% | $689.92 | 60 |
| 2025-Q3 | Increased | 446,709 | +17.2% | $299M | 2.3% | $664.41 | 62 |
| 2025-Q2 | Decreased | 381,056 | -30.0% | $236.6M | 2.0% | $613.43 | 0 |
| 2025-Q1 | Increased | 544,079 | +109.1% | $305.7M | 3.0% | $552.75 | 86 |
| 2024-Q4 | Decreased | 260,183 | -39.6% | $153.2M | 1.5% | $583.48 | 0 |
| 2024-Q3 | Decreased | 430,921 | -19.4% | $248.6M | 2.5% | $564.81 | 0 |
| 2024-Q2 | Decreased | 534,354 | -5.7% | $292.4M | 3.1% | $536.31 | 0 |