OPS
MLRG

Orion Portfolio Solutions’s iShares MSCI USA ETF MLRG Stock Holding History

Orion Portfolio Solutions’s Portfolio MLRG Stock Details MLRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$1.54M Buy
19,946
+1,323
+7% +$108K 0.02% 849
2024
Q4 		$1.51M Buy
18,623
+2,873
+18% +$234K 0.02% 830
2024
Q3 		$1.25M Buy
15,750
+9,715
+161% +$742K 0.01% 930
2024
Q2 		$454K Buy
6,035
+644
+12% +$46.6K ﹤0.01% 1305
2024
Q1 		$391K Buy
5,391
+806
+18% +$55.5K ﹤0.01% 1371
2023
Q4 		$301K Buy
+4,585
New +$282K ﹤0.01% 1404

Other funds holding MLRG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Orion Portfolio Solutions increased its iShares MSCI USA ETF (MLRG) stake by 7.1% in Q1 2025, buying an estimated $108K and bringing the position to 19,946 shares worth $1.54M. The position accounts for 0.02% of the portfolio, ranked #849.

Orion Portfolio Solutions first reported a position in MLRG in Q4 2023 and has held it in 6 quarters since. 171 funds tracked by Wall St. Rank hold MLRG as of Q1 2025.

  • Orion Portfolio Solutions held 19,946 shares of iShares MSCI USA ETF worth $1.54M as of Q1 2025.
  • Orion Portfolio Solutions bought 1,323 iShares MSCI USA ETF shares in Q1 2025, an estimated $108K.
  • iShares MSCI USA ETF made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #849 holding.
  • Orion Portfolio Solutions first reported a position in iShares MSCI USA ETF in Q4 2023 and has held it in 6 quarters since.
  • 171 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q1 2025.

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