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Orion Portfolio Solutions’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Orion Portfolio Solutions’s Portfolio IWX Stock Details IWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$45.5M Buy
+553,731
New +$45.6M 0.45% 35
2024
Q4 		– Sell
-785,458
Closed -$63.8M – 1873
2024
Q3 		$63.8M Buy
+785,458
New +$61.3M 0.64% 20

Other funds holding IWX

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

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

Orion Portfolio Solutions opened a new position in iShares Russell Top 200 Value ETF (IWX) in Q1 2025: 553,731 shares worth $45.5M. The stake represents 0.45% of the portfolio and ranks #35 among its holdings. This is a return to the name: Orion Portfolio Solutions previously reported a position in IWX as recently as Q3 2024.

Orion Portfolio Solutions first reported a position in IWX in Q3 2024 and has held it in 2 quarters since. The position peaked at $63.8M in Q3 2024. 218 funds tracked by Wall St. Rank hold IWX as of Q1 2025.

  • Orion Portfolio Solutions held 553,731 shares of iShares Russell Top 200 Value ETF worth $45.5M as of Q1 2025.
  • iShares Russell Top 200 Value ETF was a new Orion Portfolio Solutions position in Q1 2025.
  • iShares Russell Top 200 Value ETF made up 0.45% of Orion Portfolio Solutions's portfolio in Q1 2025, its #35 holding.
  • Orion Portfolio Solutions first reported a position in iShares Russell Top 200 Value ETF in Q3 2024 and has held it in 2 quarters since.
  • Orion Portfolio Solutions's iShares Russell Top 200 Value ETF position peaked at $63.8M in Q3 2024.
  • 218 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2025.

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