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

Orion Porfolio Solutions, LLC holds 56,750 shares of XT (ISHARES TR), worth $3.9M as of 2026-Q1. The position was decreased (-20.5% shares). XT represents 0.0% of Orion Porfolio Solutions, LLC's portfolio.

Current Value

$3.9M

Current Shares

56,750

Total Value Change

-$3.9M

Total Shares Change

-75,419

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
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
2024-Q2
Decreased
132,169
-4.1%
$7.8M0.1%$54.25
0

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

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