Orion Porfolio Solutions, LLC's ownership history for IWM

Orion Porfolio Solutions, LLC currently holds 20.1K shares with a market value of $5.0M. It started holding IWM on 2023-03-31. At its peak, it held 29.2K shares on 2025-12-31. Its highest holding value was $7.2M on 2025-12-31. At its lowest, it held 13.4K shares on 2024-06-30, with a value of $2.7M on 2023-09-30. In the recent 180 days, Orion Porfolio Solutions, LLC has decreased its shares by 2.6K. In the recent year, Orion Porfolio Solutions, LLC has increased its shares by 3.7K.

It has also owned 0.02 contracts of calls, with the market value of the underlying securities totaling $496 on 2026-03-31. At its peak, it held 0.02 contracts of calls on 2026-03-31 and it owned calls with the market value of the underlying securities totaling $496 on 2026-03-31. At its lowest, it held 0.02 contracts of calls on 2026-03-31 and it owned calls with the market value of the underlying securities totaling $496 on 2026-03-31.