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IWYIWY
21 quarters

Position history for OPOrion Porfolio Solutions, LLC's holdings in ISHARES TR

Yes. Orion Porfolio Solutions holds 2,002 shares of IWY, worth $581,683, as of its Q2 2026 13F filing. It reduced the position by 2,221 shares (-52.6%) from Q1 2026. Orion Porfolio Solutions has held IWY since Q4 2021, across 19 quarterly 13F filings.

Current Value

$581,683

Current Shares

2,002

Total Value Change

+$571,683

Total Shares Change

+1,902

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
2,002
-52.6%
$581,6830.0%$290.38
0
2026-Q1
Decreased
4,223
-75.1%
$1.1M0.0%$248.40
0
2025-Q4
Decreased
16,961
-86.4%
$4.7M0.0%$276.24
0
2025-Q3
Increased
124,348
+548.8%
$34M0.3%$272.69
56
2025-Q2
Decreased
19,165
-9.4%
$4.7M0.0%$245.41
0
2025-Q1
Decreased
21,146
-93.8%
$4.5M0.0%$209.78
0
2024-Q4
Increased
339,988
+1532.5%
$80M0.8%$233.72
68
2024-Q3
Decreased
20,826
-93.4%
$4.6M0.0%$218.38
0
2024-Q2
Increased
316,250
+1.8%
$67.8M0.7%$212.60
42
2024-Q1
Increased
310,643
+186.1%
$60.6M0.6%$193.17
67
2023-Q4
Increased
108,570
+124.2%
$18.9M0.2%$173.27
55
2023-Q3
Decreased
48,425
-89.3%
$7.4M0.1%$151.78
0
2023-Q2
Decreased
450,688
-0.7%
$71.5M0.8%$156.15
0
2023-Q1
Increased
453,746
+1529.5%
$63M0.8%$136.61
67
2022-Q4
Decreased
27,845
-0.1%
$3.4M0.1%$118.28
0
2022-Q3
Decreased
27,860
-0.0%
$3.3M0.1%$116.98
0
2022-Q2
Increased
27,864
+0.4%
$3.5M0.1%$122.28
27
2022-Q1
Decreased
27,750
-1.4%
$4.4M0.1%$154.89
0
2021-Q4
New
28,134
-
$4.9M0.1%$168.76
37
2020-Q1
Exited
0
-100.0%
$00.0%$81.02
0
2019-Q4
New
100
-
$10,0000.0%$92.64
24

Other major holders of IWY: TIAA TRUST, NATIONAL ASSOCIATION

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