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

Orion Portfolio Solutions’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$951K Sell
11,183
-18,893
-63% -$1.69M 0.01% 1109
2024
Q4 		$2.66M Buy
30,076
+2,399
+9% +$218K 0.03% 559
2024
Q3 		$2.44M Buy
27,677
+24,317
+724% +$2.05M 0.02% 588
2024
Q2 		$272K Buy
+3,360
New +$273K ﹤0.01% 1495
2024
Q1 		– Sell
-61,277
Closed -$4.72M – 1715
2023
Q4 		$4.72M Buy
+61,277
New +$4.35M 0.05% 320
2023
Q3 		– Sell
-2,967
Closed -$217K – 1649
2023
Q2 		$217K Sell
2,967
-7,522
-72% -$523K ﹤0.01% 1530
2023
Q1 		$733K Buy
+10,489
New +$741K 0.01% 1006
2022
Q4 		– Sell
-6,014
Closed -$374K – 816
2022
Q3 		$374K Buy
6,014
+1,850
+44% +$127K 0.01% 511
2022
Q2 		$269K Sell
4,164
-2,619
-39% -$186K 0.01% 582
2022
Q1 		$529K Buy
6,783
+2,211
+48% +$170K 0.02% 405
2021
Q4 		$380K Sell
4,572
-3,500
-43% -$287K 0.01% 507
2021
Q3 		$631K Buy
8,072
+3,684
+84% +$295K 0.02% 340
2021
Q2 		$348K Buy
4,388
+371
+9% +$28.8K 0.01% 444
2021
Q1 		$297K Buy
+4,017
New +$290K 0.01% 440
2020
Q3 		– Sell
-498
Closed -$27K – 1253
2020
Q2 		$27K Buy
498
+36
+8% +$1.8K ﹤0.01% 866
2020
Q1 		$20K Sell
462
-4,226
-90% -$233K ﹤0.01% 832
2019
Q4 		$279K Buy
+4,688
New +$269K 0.02% 274

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Orion Portfolio Solutions reduced its iShares Russell Mid-Cap ETF (IWR) stake by 63% in Q1 2025, selling an estimated $1.69M and leaving 11,183 shares worth $951K. The position accounts for 0.01% of the portfolio, ranked #1109.

Orion Portfolio Solutions first reported a position in IWR in Q4 2019 and has held it in 17 quarters since. The position peaked at $4.72M in Q4 2023. 1,371 funds tracked by Wall St. Rank hold IWR as of Q1 2025.

  • Orion Portfolio Solutions held 11,183 shares of iShares Russell Mid-Cap ETF worth $951K as of Q1 2025.
  • Orion Portfolio Solutions sold 18,893 iShares Russell Mid-Cap ETF shares in Q1 2025, an estimated $1.69M.
  • iShares Russell Mid-Cap ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1109 holding.
  • Orion Portfolio Solutions first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 17 quarters since.
  • Orion Portfolio Solutions's iShares Russell Mid-Cap ETF position peaked at $4.72M in Q4 2023.
  • 1,371 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2025.

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