Orion Porfolio Solutions, LLC: IYZ position timeline

Orion Porfolio Solutions, LLC held 248,321 IYZ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 248,321 shares

   Change vs previous 13F -14,942 shares

   0.08% of the 13F portfolio, value $10,506,462.

   13F-HR 0001580642-26-005284 filed by Orion Porfolio Solutions, LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 263,263 shares

   Change vs previous 13F -50,232 shares

   0.09% of the 13F portfolio, value $10,351,511.

   13F-HR 0001580642-26-003152 filed by Orion Porfolio Solutions, LLC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 313,495 shares

   Change vs previous 13F -17,029 shares

   0.08% of the 13F portfolio, value $10,627,484.

   13F-HR 0001580642-26-001034 filed by Orion Porfolio Solutions, LLC
   Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 330,524 shares

   Change vs previous 13F -4,187 shares

   0.08% of the 13F portfolio, value $10,662,693.

   13F-HR 0001580642-25-007239 filed by Orion Porfolio Solutions, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F/A 334,711 shares

   Change vs previous 13F -8,192 shares

   0.09% of the 13F portfolio, value $9,967,693.

   13F-HR/A 0001580642-25-005505 filed by Orion Porfolio Solutions, LLC
   Filed 2025-08-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 342,903 shares

   Change vs previous 13F -33,564 shares

   0.09% of the 13F portfolio, value $9,392,111.

   13F-HR 0001580642-25-004677 filed by Orion Porfolio Solutions, LLC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 376,467 shares

   Change vs previous 13F -12,711 shares

   0.1% of the 13F portfolio, value $10,100,615.

   13F-HR 0001580642-25-004676 filed by Orion Porfolio Solutions, LLC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 389,178 shares

   Change vs previous 13F not available

   0.1% of the 13F portfolio, value $9,830,640.

   13F-HR 0001580642-25-004675 filed by Orion Porfolio Solutions, LLC
   Filed 2025-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).