Envestnet Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History

Envestnet Asset Management’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.55B	Sell	4,343,242 -224,704	-5%	-$83.7M	0.41%	49
2025 Q4	$1.71B	Buy	4,567,946 +384,293	+9%	+$142M	0.51%	40
2025 Q3	$1.53B	Sell	4,183,653 -271,202	-6%	-$95.5M	0.44%	43
2025 Q2	$1.51B	Sell	4,454,855 -11,439	-0.3%	-$3.59M	0.44%	45
2025 Q1	$1.37B	Sell	4,466,294 -215,784	-5%	-$69.8M	0.44%	42
2024 Q4	$1.51B	Buy	4,682,078 +422,237	+10%	+$137M	0.48%	38
2024 Q3	$1.34B	Sell	4,259,841 -253,635	-6%	-$76.8M	0.43%	41
2024 Q2	$1.34B	Sell	4,513,476 -291,912	-6%	-$83.8M	0.47%	37
2024 Q1	$1.38B	Buy	4,805,388 +292,567	+6%	+$80.2M	0.52%	34
2023 Q4	$1.18B	Buy	4,512,821 +146,971	+3%	+$36M	0.49%	36
2023 Q3	$1.03B	Sell	4,365,850 -294,179	-6%	-$72M	0.47%	36
2023 Q2	$1.14B	Sell	4,660,029 -23,269,958	-83%	-$5.36B	0.5%	33
2023 Q1	$912M	Buy	27,929,987 +22,684,182	+432%	+$4.99B	0.44%	36
2022 Q4	$1.1B	Buy	5,245,805 +302,205	+6%	+$64M	0.57%	33
2022 Q3	$976M	Buy	4,943,600 +282,909	+6%	+$62M	0.56%	33
2022 Q2	$968M	Buy	4,660,691 +275,476	+6%	+$62.3M	0.54%	34
2022 Q1	$1.1B	Sell	4,385,215 -712,074	-14%	-$176M	0.55%	33
2021 Q4	$1.35B	Buy	5,097,289 +253,147	+5%	+$65.2M	0.67%	26
2021 Q3	$1.17B	Buy	4,844,142 +61,752	+1%	+$15.4M	0.64%	28
2021 Q2	$1.16B	Buy	4,782,390 +938,813	+24%	+$221M	0.66%	28
2021 Q1	$860M	Buy	3,843,577 +2,121,597	+123%	+$465M	0.56%	37
2020 Q4	$365M	Sell	1,721,980 -23,163	-1%	-$4.62M	0.28%	62
2020 Q3	$327M	Sell	1,745,143 -140,457	-7%	-$25.9M	0.29%	62
2020 Q2	$324M	Sell	1,885,600 -437,597	-19%	-$70.8M	0.32%	59
2020 Q1	$329M	Buy	2,323,197 +110,374	+5%	+$18.7M	0.39%	46
2019 Q4	$395M	Buy	2,212,823 +111,698	+5%	+$19.1M	0.42%	41
2019 Q3	$346M	Buy	2,101,125 +560,098	+36%	+$91.9M	0.38%	48
2019 Q2	$251M	Buy	1,541,027 +50,333	+3%	+$8.06M	0.32%	55
2019 Q1	$235M	Sell	1,490,694 -702,524	-32%	-$106M	0.32%	53
2018 Q4	$304M	Buy	2,193,218 +1,383,536	+171%	+$207M	0.47%	38
2018 Q3	$131M	Buy	809,682 +7,611	+0.9%	+$1.21M	0.23%	59
2018 Q2	$122M	Buy	802,071 +56,818	+8%	+$8.56M	0.28%	52
2018 Q1	$109M	Sell	745,253 -130,763	-15%	-$19.9M	0.31%	49
2017 Q4	$130M	Buy	876,016 +105,309	+14%	+$15.3M	0.29%	51
2017 Q3	$108M	Buy	770,707 +69,062	+10%	+$9.48M	0.26%	54
2017 Q2	$94.9M	Buy	701,645 +39,421	+6%	+$5.26M	0.26%	56
2017 Q1	$86.9M	Buy	662,224 +85,074	+15%	+$11M	0.28%	56
2016 Q4	$71.8M	Buy	577,150 +207,241	+56%	+$25.2M	0.26%	62
2016 Q3	$44.6M	Buy	369,909 +40,151	+12%	+$4.83M	0.17%	90
2016 Q2	$38.5M	Buy	329,758 +88,853	+37%	+$10.2M	0.15%	111
2016 Q1	$27.5M	Sell	240,905 -114,765	-32%	-$12.4M	0.12%	151
2015 Q4	$40.3M	Buy	355,670 +99,553	+39%	+$11.4M	0.18%	100
2015 Q3	$27.4M	Buy	256,117 +341	+0.1%	+$38.7K	0.14%	131
2015 Q2	$29.7M	Sell	255,776 -130,608	-34%	-$15.4M	0.14%	142
2015 Q1	$44.8M	Sell	386,384 -78,491	-17%	-$9.06M	0.23%	91
2014 Q4	$53.3M	Buy	464,875 +93,445	+25%	+$10.5M	0.54%	54
2014 Q3	$40.8M	Buy	371,430 +35,827	+11%	+$3.96M	0.41%	64
2014 Q2	$37M	Sell	335,603 -71,979	-18%	-$7.66M	0.38%	68
2014 Q1	$42.7M	Sell	407,582 -339	-0.1%	-$34.9K	0.47%	55
2013 Q4	$42.1M	Sell	407,921 -16,242	-4%	-$1.61M	0.48%	58
2013 Q3	$39.9M	Sell	424,163 -147,821	-26%	-$13.8M	0.49%	59
2013 Q2	$51.4M	Buy	+571,984	New	+$51.2M	0.67%	50