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

Orion Porfolio Solutions, LLC holds 53,705 shares of XT (ISHARES TR), worth $4.4M as of 2026-Q2. The position was decreased (-5.4% shares). XT represents 0.0% of Orion Porfolio Solutions, LLC's portfolio.

Current Value

$4.4M

Current Shares

53,705

Total Value Change

-$2.7M

Total Shares Change

-63,787

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
53,705
-5.4%
$4.4M0.0%$82.63
0
2026-Q1
Decreased
56,750
-20.5%
$3.9M0.0%$70.50
0
2025-Q4
Decreased
71,409
-23.6%
$5M0.0%$70.32
0
2025-Q3
Decreased
93,471
-5.7%
$6.7M0.1%$66.26
0
2025-Q2
Decreased
99,102
-5.8%
$6.5M0.1%$60.36
0
2025-Q1
Decreased
105,250
-8.2%
$6.1M0.1%$53.63
0
2024-Q4
Decreased
114,644
-2.4%
$6.8M0.1%$55.47
0
2024-Q3
Decreased
117,492
-11.1%
$7.2M0.1%$56.22
0

Other major holders of XT: Financial Engines Advisors L.L.C.

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