Envestnet Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $497M | Sell |
1,655,359
-128,090
| -7% | -$36M | 0.12% | 148 |
|
|
2026
Q1 | $442M | Sell |
1,783,449
-246,397
| -12% | -$63.6M | 0.12% | 151 |
|
|
2025
Q4 | $500M | Buy |
2,029,846
+62,600
| +3% | +$15.4M | 0.15% | 111 |
|
|
2025
Q3 | $476M | Buy |
1,967,246
+400,017
| +26% | +$91.8M | 0.14% | 126 |
|
|
2025
Q2 | $338M | Buy |
1,567,229
+6,738
| +0.4% | +$1.36M | 0.1% | 184 |
|
|
2025
Q1 | $311M | Sell |
1,560,491
-148,972
| -9% | -$32.3M | 0.1% | 187 |
|
|
2024
Q4 | $378M | Sell |
1,709,463
-138,565
| -7% | -$31.6M | 0.12% | 150 |
|
|
2024
Q3 | $408M | Sell |
1,848,028
-254,358
| -12% | -$54.4M | 0.13% | 139 |
|
|
2024
Q2 | $427M | Sell |
2,102,386
-1,144,307
| -35% | -$231M | 0.15% | 126 |
|
|
2024
Q1 | $683M | Sell |
3,246,693
-9,433
| -0.3% | -$1.88M | 0.25% | 69 |
|
|
2023
Q4 | $654M | Sell |
3,256,126
-17,301
| -0.5% | -$3.1M | 0.27% | 68 |
|
|
2023
Q3 | $579M | Buy |
3,273,427
+184,704
| +6% | +$34.7M | 0.26% | 68 |
|
|
2023
Q2 | $578M | Sell |
3,088,723
-8,685,258
| -74% | -$1.55B | 0.26% | 62 |
|
|
2023
Q1 | $532M | Buy |
11,773,981
+8,783,166
| +294% | +$1.62B | 0.26% | 64 |
|
|
2022
Q4 | $521M | Buy |
2,990,815
+34,099
| +1% | +$6.06M | 0.27% | 69 |
|
|
2022
Q3 | $488M | Buy |
2,956,716
+69,039
| +2% | +$12.6M | 0.28% | 63 |
|
|
2022
Q2 | $489M | Buy |
2,887,677
+6,982
| +0.2% | +$1.29M | 0.27% | 69 |
|
|
2022
Q1 | $591M | Buy |
2,880,695
+73,942
| +3% | +$15.1M | 0.3% | 60 |
|
|
2021
Q4 | $624M | Sell |
2,806,753
-640,446
| -19% | -$145M | 0.31% | 58 |
|
|
2021
Q3 | $754M | Buy |
3,447,199
+929,628
| +37% | +$206M | 0.41% | 46 |
|
|
2021
Q2 | $577M | Sell |
2,517,571
-128,849
| -5% | -$29M | 0.33% | 57 |
|
|
2021
Q1 | $585M | Buy |
2,646,420
+261,160
| +11% | +$57M | 0.38% | 47 |
|
|
2020
Q4 | $468M | Sell |
2,385,260
-610,146
| -20% | -$107M | 0.35% | 51 |
|
|
2020
Q3 | $449M | Buy |
2,995,406
+600,413
| +25% | +$90.3M | 0.4% | 50 |
|
|
2020
Q2 | $343M | Buy |
2,394,993
+612,645
| +34% | +$80.4M | 0.34% | 54 |
|
|
2020
Q1 | $204M | Sell |
1,782,348
-22,138
| -1% | -$3.3M | 0.24% | 65 |
|
|
2019
Q4 | $299M | Buy |
1,804,486
+229,860
| +15% | +$36.3M | 0.32% | 50 |
|
|
2019
Q3 | $238M | Sell |
1,574,626
-142,975
| -8% | -$21.8M | 0.26% | 67 |
|
|
2019
Q2 | $267M | Buy |
1,717,601
+11,329
| +0.7% | +$1.75M | 0.34% | 53 |
|
|
2019
Q1 | $261M | Sell |
1,706,272
-439,905
| -20% | -$66.1M | 0.36% | 47 |
|
|
2018
Q4 | $287M | Buy |
2,146,177
+655,745
| +44% | +$97.8M | 0.44% | 40 |
|
|
2018
Q3 | $251M | Sell |
1,490,432
-44,314
| -3% | -$7.48M | 0.43% | 41 |
|
|
2018
Q2 | $251M | Buy |
1,534,746
+380,307
| +33% | +$60.8M | 0.57% | 32 |
|
|
2018
Q1 | $177M | Sell |
1,154,439
-245,471
| -18% | -$37.9M | 0.5% | 40 |
|
|
2017
Q4 | $213M | Buy |
1,399,910
+93,660
| +7% | +$14.1M | 0.47% | 36 |
|
|
2017
Q3 | $194M | Sell |
1,306,250
-47,185
| -3% | -$6.64M | 0.46% | 39 |
|
|
2017
Q2 | $191M | Sell |
1,353,435
-70,428
| -5% | -$9.75M | 0.53% | 38 |
|
|
2017
Q1 | $196M | Sell |
1,423,863
-231,480
| -14% | -$31.6M | 0.63% | 32 |
|
|
2016
Q4 | $223M | Sell |
1,655,343
-700,940
| -30% | -$89.6M | 0.81% | 29 |
|
|
2016
Q3 | $293M | Buy |
2,356,283
+1,121,778
| +91% | +$136M | 1.13% | 21 |
|
|
2016
Q2 | $142M | Buy |
1,234,505
+346,817
| +39% | +$39.1M | 0.57% | 36 |
|
|
2016
Q1 | $98.2M | Sell |
887,688
-164,750
| -16% | -$17.1M | 0.42% | 46 |
|
|
2015
Q4 | $119M | Buy |
1,052,438
+219,831
| +26% | +$25.4M | 0.54% | 38 |
|
|
2015
Q3 | $90.9M | Sell |
832,607
-930,830
| -53% | -$110M | 0.45% | 43 |
|
|
2015
Q2 | $220M | Sell |
1,763,437
-21,356
| -1% | -$2.67M | 1.05% | 14 |
|
|
2015
Q1 | $222M | Buy |
1,784,793
+1,036,504
| +139% | +$125M | 1.15% | 11 |
|
|
2014
Q4 | $89.5M | Sell |
748,289
-2,704
| -0.4% | -$309K | 0.91% | 28 |
|
|
2014
Q3 | $82.1M | Sell |
750,993
-67,295
| -8% | -$7.7M | 0.83% | 27 |
|
|
2014
Q2 | $97.2M | Sell |
818,288
-419,501
| -34% | -$47.6M | 1.01% | 21 |
|
|
2014
Q1 | $144M | Buy |
1,237,789
+551,121
| +80% | +$63.6M | 1.6% | 12 |
|
|
2013
Q4 | $79.2M | Sell |
686,668
-286,581
| -29% | -$31.7M | 0.91% | 31 |
|
|
2013
Q3 | $104M | Buy |
973,249
+207,193
| +27% | +$21.4M | 1.27% | 18 |
|
|
2013
Q2 | $74.3M | Buy |
+766,056
| New | +$73.2M | 0.96% | 31 |
|
Other funds holding IWM
Envestnet Asset Management's IWM Position: Q2 2026 in Review
Envestnet Asset Management reduced its iShares Russell 2000 ETF (IWM) stake by 7.2% in Q2 2026, selling an estimated $36M and leaving 1,655,359 shares worth $497M. The position accounts for 0.12% of the portfolio, ranked #148.
Envestnet Asset Management first reported a position in IWM in Q2 2013 and has held it in 53 quarters since. The position peaked at $754M in Q3 2021. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.
- Envestnet Asset Management held 1,655,359 shares of iShares Russell 2000 ETF worth $497M as of Q2 2026.
- Envestnet Asset Management sold 128,090 iShares Russell 2000 ETF shares in Q2 2026, an estimated $36M.
- iShares Russell 2000 ETF made up 0.12% of Envestnet Asset Management's portfolio in Q2 2026, its #148 holding.
- Envestnet Asset Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 53 quarters since.
- Envestnet Asset Management's iShares Russell 2000 ETF position peaked at $754M in Q3 2021.
- 2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.
Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.