Position history for Orion Porfolio Solutions, LLC's holdings in ISHARES TR
Orion Porfolio Solutions, LLC holds 225,323 shares of IWF (ISHARES TR), worth $106.6M as of 2025-Q4. The position was decreased (-10.7% shares). IWF represents 0.8% of Orion Porfolio Solutions, LLC's portfolio.
Current Value
$106.6M
Current Shares
225,323
Total Value Change
-$714,026
Total Shares Change
-69,209
Other major holders of IWF: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC
Decreased |
| 225,323 |
-10.7% |
| $106.6M |
| 0.8% |
| $476.95 |
0 |
| 2025-Q3 | Decreased | 252,292 | -1.4% | $118.2M | 0.9% | $466.09 | 0 |
| 2025-Q2 | Decreased | 255,867 | -7.3% | $108.6M | 0.9% | $420.88 | 0 |
| 2025-Q1 | Decreased | 275,977 | -5.3% | $99.7M | 1.0% | $359.49 | 0 |
| 2024-Q4 | Decreased | 291,394 | -0.1% | $117M | 1.2% | $403.59 | 0 |
| 2024-Q3 | Decreased | 291,645 | -1.0% | $109.5M | 1.1% | $371.77 | 0 |
| 2024-Q2 | Decreased | 294,532 | -6.2% | $107.4M | 1.1% | $362.15 | 0 |