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

Orion Portfolio Solutions’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$99.7M Sell
1,103,908
-61,668
-5% -$6.08M 0.98% 11
2024
Q4 		$117M Sell
1,165,576
-1,004
-0.1% -$98.8K 1.17% 9
2024
Q3 		$109M Sell
1,166,580
-11,548
-1% -$1.05M 1.09% 8
2024
Q2 		$107M Sell
1,178,128
-77,688
-6% -$6.63M 1.13% 9
2024
Q1 		$106M Sell
1,255,816
-205,316
-14% -$16.5M 1.13% 7
2023
Q4 		$110M Buy
1,461,132
+83,220
+6% +$5.89M 1.28% 6
2023
Q3 		$91.6M Sell
1,377,912
-15,836
-1% -$1.09M 1.11% 7
2023
Q2 		$88.9M Sell
1,393,748
-36,580
-3% -$2.33M 0.95% 17
2023
Q1 		$87.4M Buy
1,430,328
+1,318,820
+1,183% +$76M 1.08% 7
2022
Q4 		$5.97M Sell
111,508
-5,556
-5% -$306K 0.21% 84
2022
Q3 		$6.16M Buy
117,064
+10,052
+9% +$591K 0.24% 70
2022
Q2 		$5.85M Buy
107,012
+5,648
+6% +$339K 0.23% 68
2022
Q1 		$7.04M Buy
101,364
+1,000
+1% +$68.3K 0.25% 64
2021
Q4 		$7.67M Sell
100,364
-4,664
-4% -$346K 0.26% 60
2021
Q3 		$7.2M Sell
105,028
-4,244
-4% -$300K 0.26% 58
2021
Q2 		$7.42M Sell
109,272
-44
-0% -$2.84K 0.29% 56
2021
Q1 		$6.64M Sell
109,316
-15,812
-13% -$962K 0.29% 53
2020
Q4 		$7.54M Sell
125,128
-5,204
-4% -$296K 0.35% 50
2020
Q3 		$7.07M Buy
130,332
+15,560
+14% +$820K 0.37% 49
2020
Q2 		$5.51M Buy
114,772
+2,608
+2% +$115K 0.3% 54
2020
Q1 		$4.22M Buy
112,164
+13,844
+14% +$597K 0.29% 49
2019
Q4 		$4.32M Buy
+98,320
New +$4.11M 0.34% 58

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Orion Portfolio Solutions reduced its iShares Russell 1000 Growth ETF (IWF) stake by 5.3% in Q1 2025, selling an estimated $6.08M and leaving 1,103,908 shares worth $99.7M. The position accounts for 0.98% of the portfolio, ranked #11.

Orion Portfolio Solutions first reported a position in IWF in Q4 2019 and has held it in 22 quarters since. The position peaked at $117M in Q4 2024. 2,212 funds tracked by Wall St. Rank hold IWF as of Q1 2025.

  • Orion Portfolio Solutions held 1,103,908 shares of iShares Russell 1000 Growth ETF worth $99.7M as of Q1 2025.
  • Orion Portfolio Solutions sold 61,668 iShares Russell 1000 Growth ETF shares in Q1 2025, an estimated $6.08M.
  • iShares Russell 1000 Growth ETF made up 0.98% of Orion Portfolio Solutions's portfolio in Q1 2025, its #11 holding.
  • Orion Portfolio Solutions first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's iShares Russell 1000 Growth ETF position peaked at $117M in Q4 2024.
  • 2,212 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2025.

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