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Position history for OPOrion Porfolio Solutions, LLC's holdings in ISHARES TR RUSSELL 1000 VALUE INDEX FUND

Orion Porfolio Solutions, LLC holds 57,185 shares of IWD (ISHARES TR RUSSELL 1000 VALUE INDEX FUND), worth $13.9M as of 2026-Q2. The position was decreased (-17.4% shares). IWD represents 0.1% of Orion Porfolio Solutions, LLC's portfolio.

Current Value

$13.9M

Current Shares

57,185

Total Value Change

+$1.3M

Total Shares Change

-8,956

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
57,185
-17.4%
$13.9M0.1%$242.43
0
2026-Q1
Decreased
69,270
-28.8%
$14.8M0.1%$222.27
0
2025-Q4
Increased
97,303
+33.9%
$20.5M0.2%$211.94
44
2025-Q3
Increased
72,649
+4.0%
$14.8M0.1%$202.24
35
2025-Q2
Decreased
69,830
-12.7%
$13.6M0.1%$191.58
0
2025-Q1
Decreased
80,022
-25.4%
$15.1M0.1%$183.74
0
2024-Q4
Increased
107,341
+62.3%
$19.9M0.2%$181.36
49
2024-Q3
Increased
66,141
+16.7%
$12.6M0.1%$184.97
39

Other major holders of IWD: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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