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Orion Portfolio Solutions’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Orion Portfolio Solutions’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$30.7M Sell
261,079
-20,121
-7% -$2.59M 0.3% 55
2024
Q4 		$35.6M Buy
281,200
+13,702
+5% +$1.74M 0.36% 43
2024
Q3 		$31.4M Buy
267,498
+9,241
+4% +$1.03M 0.31% 55
2024
Q2 		$28.5M Sell
258,257
-1,829
-0.7% -$201K 0.3% 56
2024
Q1 		$29.7M Sell
260,086
-47,167
-15% -$5.1M 0.32% 52
2023
Q4 		$31.6M Buy
307,253
+20,835
+7% +$1.98M 0.37% 49
2023
Q3 		$26.2M Sell
286,418
-163
-0.1% -$15.6K 0.32% 56
2023
Q2 		$25.9M Sell
286,581
-11,867
-4% -$1.08M 0.28% 61
2023
Q1 		$27.2M Buy
298,448
+278,016
+1,361% +$24.8M 0.34% 52
2022
Q4 		$1.71M Sell
20,432
-2,081
-9% -$175K 0.06% 214
2022
Q3 		$1.77M Buy
22,513
+2,454
+12% +$211K 0.07% 177
2022
Q2 		$1.59M Buy
20,059
+5,876
+41% +$512K 0.06% 187
2022
Q1 		$1.43M Sell
14,183
-2,877
-17% -$287K 0.05% 216
2021
Q4 		$1.97M Sell
17,060
-286
-2% -$33.3K 0.07% 174
2021
Q3 		$1.94M Sell
17,346
-681
-4% -$78.3K 0.07% 165
2021
Q2 		$2.04M Buy
18,027
+169
+0.9% +$18.1K 0.08% 142
2021
Q1 		$1.82M Sell
17,858
-5,077
-22% -$531K 0.08% 138
2020
Q4 		$2.35M Sell
22,935
-437
-2% -$41.6K 0.11% 119
2020
Q3 		$2.02M Buy
23,372
+7,646
+49% +$645K 0.1% 116
2020
Q2 		$1.24M Buy
15,726
+206
+1% +$14.9K 0.07% 135
2020
Q1 		$944K Buy
15,520
+1,996
+15% +$145K 0.06% 131
2019
Q4 		$1.03M Buy
+13,524
New +$991K 0.08% 131

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Orion Portfolio Solutions reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 7.2% in Q1 2025, selling an estimated $2.59M and leaving 261,079 shares worth $30.7M. The position accounts for 0.3% of the portfolio, ranked #55.

Orion Portfolio Solutions first reported a position in IWP in Q4 2019 and has held it in 22 quarters since. The position peaked at $35.6M in Q4 2024. 1,085 funds tracked by Wall St. Rank hold IWP as of Q1 2025.

  • Orion Portfolio Solutions held 261,079 shares of iShares Russell Mid-Cap Growth ETF worth $30.7M as of Q1 2025.
  • Orion Portfolio Solutions sold 20,121 iShares Russell Mid-Cap Growth ETF shares in Q1 2025, an estimated $2.59M.
  • iShares Russell Mid-Cap Growth ETF made up 0.3% of Orion Portfolio Solutions's portfolio in Q1 2025, its #55 holding.
  • Orion Portfolio Solutions first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's iShares Russell Mid-Cap Growth ETF position peaked at $35.6M in Q4 2024.
  • 1,085 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2025.

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