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IWFIWF
30 quarters

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

Orion Porfolio Solutions, LLC holds 710,300 shares of IWF (ISHARES TR RUSSELL 1000 GROWTH INDEX FUND), worth $88.2M as of 2026-Q2. The position was increased (+261.7% shares). IWF represents 0.7% of Orion Porfolio Solutions, LLC's portfolio.

Current Value

$88.2M

Current Shares

710,300

Total Value Change

+$87.5M

Total Shares Change

+705,651

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
710,300
+261.7%
$88.2M0.7%$124.17
68
2026-Q1
Decreased
196,399
-12.8%
$83.7M0.7%$106.51
0
2025-Q4
Decreased
225,323
-10.7%
$106.6M0.8%$118.12
0
2025-Q3
Decreased
252,292
-1.4%
$118.2M0.9%$116.78
0
2025-Q2
Decreased
255,867
-7.3%
$108.6M0.9%$105.75
0
2025-Q1
Decreased
275,977
-5.3%
$99.7M1.0%$89.85
0
2024-Q4
Decreased
291,394
-0.1%
$117M1.2%$99.82
0
2024-Q3
Decreased
291,645
-1.0%
$109.5M1.1%$93.21
0
2024-Q2
Decreased
294,532
-6.2%
$107.4M1.1%$90.38
0
2024-Q1
Decreased
313,954
-14.1%
$105.8M1.1%$83.47
0
2023-Q4
Increased
365,283
+6.0%
$109.9M1.3%$74.98
50
2023-Q3
Decreased
344,478
-1.1%
$91.6M1.1%$65.66
0
2023-Q2
Decreased
348,437
-2.6%
$88.9M0.9%$67.80
0
2023-Q1
Increased
357,582
+3.7%
$87.4M1.1%$60.11
49
2022-Q4
Decreased
344,804
-16.7%
$73.9M1.5%$52.59
0
2022-Q3
Decreased
413,994
-4.1%
$87.1M1.8%$51.52
0
2022-Q2
Decreased
431,871
-31.8%
$94.5M1.8%$53.40
0
2022-Q1
Increased
633,296
+34.3%
$175.8M2.7%$67.68
67
2021-Q4
Increased
471,532
+6.6%
$144.1M2.1%$74.39
55
2021-Q3
Increased
442,348
+0.0%
$120.1M1.9%$66.62
47
2021-Q2
Decreased
442,315
-6.6%
$120.1M1.6%$65.89
0
2021-Q1
Increased
473,617
+6396.8%
$115.1M1.7%$58.92
76
2020-Q4
Decreased
7,290
-98.3%
$1.8M0.0%$58.37
0
2020-Q3
Increased
418,551
+117x
$90.8M1.6%$52.42
76
2020-Q2
Decreased
3,542
-3.9%
$680,0000.0%$46.30
0
2020-Q1
Decreased
3,686
-8.5%
$555,0000.0%$36.26
0
2019-Q4
Unchanged
4,030
0.0%
$709,0000.0%$42.22
0
2019-Q3
Decreased
4,030
-6.0%
$643,0000.0%$38.21
0
2019-Q2
Decreased
4,286
-7.8%
$674,0000.0%$37.56
0
2019-Q1
New
4,649
-
$704,0000.0%$36.03
34

Other major holders of IWF: Steward Partners Investment Advisory, LLC, MORGAN STANLEY, BANK OF AMERICA CORP /DE/

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