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Orion Portfolio Solutions’s iShares Russell 1000 ETF IWB Stock Holding History

Orion Portfolio Solutions’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$15.3M Sell
49,809
-17,881
-26% -$5.78M 0.15% 125
2024
Q4 		$21.8M Buy
67,690
+14,657
+28% +$4.75M 0.22% 88
2024
Q3 		$16.7M Buy
53,033
+3,749
+8% +$1.14M 0.17% 119
2024
Q2 		$14.7M Buy
49,284
+561
+1% +$161K 0.15% 125
2024
Q1 		$14M Sell
48,723
-36,892
-43% -$10.1M 0.15% 138
2023
Q4 		$22.4M Buy
85,615
+39,380
+85% +$9.64M 0.26% 79
2023
Q3 		$10.9M Sell
46,235
-443
-0.9% -$108K 0.13% 156
2023
Q2 		$18.1M Buy
46,678
+156
+0.3% +$35.9K 0.19% 99
2023
Q1 		$10.5M Buy
46,522
+45,016
+2,989% +$9.91M 0.13% 146
2022
Q4 		$317K Sell
1,506
-54
-3% -$11.4K 0.01% 650
2022
Q3 		$308K Sell
1,560
-27
-2% -$5.92K 0.01% 562
2022
Q2 		$330K Sell
1,587
-383
-19% -$86.6K 0.01% 518
2022
Q1 		$493K Buy
1,970
+470
+31% +$116K 0.02% 429
2021
Q4 		$397K Buy
1,500
+578
+63% +$149K 0.01% 488
2021
Q3 		$223K Buy
+922
New +$229K 0.01% 602
2020
Q3 		– Sell
-1,293
Closed -$222K – 1250
2020
Q2 		$222K Sell
1,293
-14,709
-92% -$2.38M 0.01% 383
2020
Q1 		$2.27M Buy
16,002
+14,961
+1,437% +$2.53M 0.16% 77
2019
Q4 		$186K Buy
+1,041
New +$178K 0.01% 324

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Orion Portfolio Solutions's IWB Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its iShares Russell 1000 ETF (IWB) stake by 26% in Q1 2025, selling an estimated $5.78M and leaving 49,809 shares worth $15.3M. The position accounts for 0.15% of the portfolio, ranked #125.

Orion Portfolio Solutions first reported a position in IWB in Q4 2019 and has held it in 18 quarters since. The position peaked at $22.4M in Q4 2023. 1,339 funds tracked by Wall St. Rank hold IWB as of Q1 2025.

  • Orion Portfolio Solutions held 49,809 shares of iShares Russell 1000 ETF worth $15.3M as of Q1 2025.
  • Orion Portfolio Solutions sold 17,881 iShares Russell 1000 ETF shares in Q1 2025, an estimated $5.78M.
  • iShares Russell 1000 ETF made up 0.15% of Orion Portfolio Solutions's portfolio in Q1 2025, its #125 holding.
  • Orion Portfolio Solutions first reported a position in iShares Russell 1000 ETF in Q4 2019 and has held it in 18 quarters since.
  • Orion Portfolio Solutions's iShares Russell 1000 ETF position peaked at $22.4M in Q4 2023.
  • 1,339 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.