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Orion Portfolio Solutions’s iShares Russell 2000 ETF IWM Stock Holding History

Orion Portfolio Solutions’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$3.27M Sell
16,407
-725
-4% -$157K 0.03% 492
2024
Q4 		$3.79M Buy
17,132
+2,830
+20% +$645K 0.04% 410
2024
Q3 		$3.16M Buy
14,302
+885
+7% +$189K 0.03% 477
2024
Q2 		$2.72M Sell
13,417
-461
-3% -$93.2K 0.03% 511
2024
Q1 		$2.92M Sell
13,878
-2,323
-14% -$463K 0.03% 491
2023
Q4 		$3.19M Buy
16,201
+922
+6% +$165K 0.04% 434
2023
Q3 		$2.7M Sell
15,279
-1,386
-8% -$260K 0.03% 488
2023
Q2 		$3.12M Sell
16,665
-6,678
-29% -$1.19M 0.03% 471
2023
Q1 		$4.16M Buy
23,343
+8,721
+60% +$1.61M 0.05% 316
2022
Q4 		$2.55M Sell
14,622
-2,768
-16% -$492K 0.09% 156
2022
Q3 		$2.87M Buy
17,390
+142
+0.8% +$25.9K 0.11% 123
2022
Q2 		$2.92M Buy
17,248
+2,396
+16% +$442K 0.12% 118
2022
Q1 		$3.05M Buy
14,852
+375
+3% +$76.5K 0.11% 124
2021
Q4 		$3.22M Sell
14,477
-307
-2% -$69.4K 0.11% 124
2021
Q3 		$3.23M Buy
14,784
+1,501
+11% +$333K 0.12% 113
2021
Q2 		$3.05M Buy
13,283
+237
+2% +$53.3K 0.12% 110
2021
Q1 		$2.88M Sell
13,046
-29,618
-69% -$6.47M 0.12% 105
2020
Q4 		$8.37M Buy
42,664
+33,201
+351% +$5.81M 0.39% 48
2020
Q3 		$1.42M Sell
9,463
-1,489
-14% -$224K 0.07% 146
2020
Q2 		$1.57M Sell
10,952
-309
-3% -$40.5K 0.08% 117
2020
Q1 		$1.29M Sell
11,261
-1,864
-14% -$278K 0.09% 108
2019
Q4 		$2.17M Buy
+13,125
New +$2.07M 0.17% 91

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Orion Portfolio Solutions reduced its iShares Russell 2000 ETF (IWM) stake by 4.2% in Q1 2025, selling an estimated $157K and leaving 16,407 shares worth $3.27M. The position accounts for 0.03% of the portfolio, ranked #492.

Orion Portfolio Solutions first reported a position in IWM in Q4 2019 and has held it in 22 quarters since. The position peaked at $8.37M in Q4 2020. 2,359 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

  • Orion Portfolio Solutions held 16,407 shares of iShares Russell 2000 ETF worth $3.27M as of Q1 2025.
  • Orion Portfolio Solutions sold 725 iShares Russell 2000 ETF shares in Q1 2025, an estimated $157K.
  • iShares Russell 2000 ETF made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #492 holding.
  • Orion Portfolio Solutions first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's iShares Russell 2000 ETF position peaked at $8.37M in Q4 2020.
  • 2,359 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

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