Orion Portfolio Solutions, LLC IWF Holdings History
Orion Portfolio Solutions, LLC's iShares Russell 1000 Growth ETF Holding Summary
As of 2025-03-31, Orion Portfolio Solutions, LLC held 567,371.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $216.67 Mil. This investment constitutes 1.07% of their stock portfolio, and Orion Portfolio Solutions, LLC now holds 0.21% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.
The initial trade took place in 2019Q4. And since then Orion Portfolio Solutions, LLC has made 9 purchases of IWF, at an average price of $297.22, for a total of 663,245.00 shares. In addition, there have been 12 sales at an average price of $312.36 for 95,874.00 shares. Based on historical transaction data and IWF's current price of $434.26, Orion Portfolio Solutions, LLC's estimated gain on his IWF holdings is $79.20 Mil, reflecting a 40.18% gain to date.
Orion Portfolio Solutions, LLC IWF ($434.26) Holding Chart
Orion Portfolio Solutions, LLC IWF ($434.26) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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