Orion Portfolio Solutions’s iShares Russell 3000 ETF IWV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$5.76M Buy
2024
Q4
$6.02M Sell
2024
Q3
$6.75M Sell
2024
Q2
$6.41M Sell
2024
Q1
$6.29M Sell
2023
Q4
$5.82M Buy
2023
Q3
$5.22M Buy
2023
Q2
$5.41M Sell
2023
Q1
$5.17M Buy
2021
Q4
Sell
2021
Q3
$661K Buy