Envestnet Asset Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $740M | Sell |
5,772,532
-235,265
| -4% | -$31.8M | 0.2% | 88 |
|
|
2025
Q4 | $823M | Buy |
6,007,797
+610,421
| +11% | +$85.3M | 0.24% | 73 |
|
|
2025
Q3 | $769M | Buy |
5,397,376
+3,406,598
| +171% | +$481M | 0.22% | 76 |
|
|
2025
Q2 | $276M | Buy |
1,990,778
+61,149
| +3% | +$7.74M | 0.08% | 229 |
|
|
2025
Q1 | $227M | Buy |
1,929,629
+308,531
| +19% | +$39.7M | 0.07% | 263 |
|
|
2024
Q4 | $205M | Sell |
1,621,098
-16,558
| -1% | -$2.1M | 0.07% | 270 |
|
|
2024
Q3 | $192M | Sell |
1,637,656
-606,201
| -27% | -$67.8M | 0.06% | 290 |
|
|
2024
Q2 | $248M | Buy |
2,243,857
+57,491
| +3% | +$6.32M | 0.09% | 220 |
|
|
2024
Q1 | $250M | Sell |
2,186,366
-24,061
| -1% | -$2.6M | 0.09% | 209 |
|
|
2023
Q4 | $231M | Buy |
2,210,427
+43,938
| +2% | +$4.17M | 0.1% | 198 |
|
|
2023
Q3 | $198M | Sell |
2,166,489
-1,274,674
| -37% | -$122M | 0.09% | 208 |
|
|
2023
Q2 | $333M | Buy |
3,441,163
+369,356
| +12% | +$33.7M | 0.15% | 113 |
|
|
2023
Q1 | $280M | Sell |
3,071,807
-2,207,802
| -42% | -$197M | 0.13% | 127 |
|
|
2022
Q4 | $441M | Buy |
5,279,609
+55,252
| +1% | +$4.65M | 0.23% | 81 |
|
|
2022
Q3 | $410M | Buy |
5,224,357
+733,494
| +16% | +$63.1M | 0.23% | 79 |
|
|
2022
Q2 | $356M | Buy |
4,490,863
+2,229,614
| +99% | +$194M | 0.2% | 92 |
|
|
2022
Q1 | $227M | Sell |
2,261,249
-264,351
| -10% | -$26.3M | 0.11% | 161 |
|
|
2021
Q4 | $291M | Buy |
2,525,600
+288,902
| +13% | +$33.7M | 0.14% | 126 |
|
|
2021
Q3 | $251M | Sell |
2,236,698
-28,457
| -1% | -$3.27M | 0.14% | 132 |
|
|
2021
Q2 | $256M | Buy |
2,265,155
+320,752
| +16% | +$34.3M | 0.15% | 123 |
|
|
2021
Q1 | $198M | Sell |
1,944,403
-45,994
| -2% | -$4.81M | 0.13% | 133 |
|
|
2020
Q4 | $204M | Buy |
1,990,397
+51,823
| +3% | +$4.93M | 0.15% | 111 |
|
|
2020
Q3 | $168M | Buy |
1,938,574
+119,570
| +7% | +$10.1M | 0.15% | 114 |
|
|
2020
Q2 | $144M | Buy |
1,819,004
+48,618
| +3% | +$3.53M | 0.14% | 122 |
|
|
2020
Q1 | $108M | Sell |
1,770,386
-520,446
| -23% | -$37.9M | 0.13% | 132 |
|
|
2019
Q4 | $175M | Buy |
2,290,832
+625,844
| +38% | +$45.9M | 0.18% | 94 |
|
|
2019
Q3 | $118M | Buy |
1,664,988
+273,434
| +20% | +$19.7M | 0.13% | 129 |
|
|
2019
Q2 | $99.2M | Sell |
1,391,554
-67,154
| -5% | -$4.67M | 0.12% | 123 |
|
|
2019
Q1 | $99M | Sell |
1,458,708
-449,000
| -24% | -$28.8M | 0.14% | 117 |
|
|
2018
Q4 | $108M | Buy |
1,907,708
+1,636,414
| +603% | +$99.5M | 0.17% | 100 |
|
|
2018
Q3 | $18.4M | Sell |
271,294
-101,914
| -27% | -$6.78M | 0.03% | 200 |
|
|
2018
Q2 | $23.6M | Buy |
373,208
+173,562
| +87% | +$10.9M | 0.05% | 163 |
|
|
2018
Q1 | $12.2M | Sell |
199,646
-198,052
| -50% | -$12.4M | 0.03% | 200 |
|
|
2017
Q4 | $24M | Buy |
397,698
+45,358
| +13% | +$2.67M | 0.05% | 193 |
|
|
2017
Q3 | $19.9M | Sell |
352,340
-1,077,956
| -75% | -$59.1M | 0.05% | 216 |
|
|
2017
Q2 | $77.3M | Buy |
1,430,296
+1,148,138
| +407% | +$61.1M | 0.21% | 65 |
|
|
2017
Q1 | $14.6M | Sell |
282,158
-95,788
| -25% | -$4.89M | 0.05% | 263 |
|
|
2016
Q4 | $18.4M | Buy |
377,946
+130,454
| +53% | +$6.29M | 0.07% | 208 |
|
|
2016
Q3 | $12M | Sell |
247,492
-26,710
| -10% | -$1.3M | 0.05% | 293 |
|
|
2016
Q2 | $12.8M | Sell |
274,202
-47,974
| -15% | -$2.22M | 0.05% | 316 |
|
|
2016
Q1 | $14.8M | Sell |
322,176
-76,446
| -19% | -$3.3M | 0.06% | 259 |
|
|
2015
Q4 | $18.3M | Sell |
398,622
-230,718
| -37% | -$10.7M | 0.08% | 215 |
|
|
2015
Q3 | $27.9M | Sell |
629,340
-479,904
| -43% | -$22.8M | 0.14% | 129 |
|
|
2015
Q2 | $53.7M | Sell |
1,109,244
-283,502
| -20% | -$14M | 0.26% | 72 |
|
|
2015
Q1 | $68.2M | Buy |
1,392,746
+1,146,420
| +465% | +$54.7M | 0.35% | 54 |
|
|
2014
Q4 | $11.5M | Buy |
246,326
+185,188
| +303% | +$8.37M | 0.12% | 134 |
|
|
2014
Q3 | $2.7M | Buy |
61,138
+2,222
| +4% | +$99.2K | 0.03% | 330 |
|
|
2014
Q2 | $2.64M | Sell |
58,916
-298,834
| -84% | -$12.8M | 0.03% | 323 |
|
|
2014
Q1 | $15.3M | Sell |
357,750
-521,640
| -59% | -$22.2M | 0.17% | 108 |
|
|
2013
Q4 | $37.1M | Buy |
879,390
+249,622
| +40% | +$10.1M | 0.43% | 62 |
|
|
2013
Q3 | $24.6M | Buy |
629,768
+176,212
| +39% | +$6.72M | 0.3% | 85 |
|
|
2013
Q2 | $16.3M | Buy |
+453,556
| New | +$16.2M | 0.21% | 104 |
|
Other funds holding IWP
FCAS
Envestnet Asset Management's IWP Position: Q1 2026 in Review
Envestnet Asset Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 3.9% in Q1 2026, selling an estimated $31.8M and leaving 5,772,532 shares worth $740M. The position accounts for 0.2% of the portfolio, ranked #88.
Envestnet Asset Management first reported a position in IWP in Q2 2013 and has held it in 52 quarters since. The position peaked at $823M in Q4 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.
- Envestnet Asset Management held 5,772,532 shares of iShares Russell Mid-Cap Growth ETF worth $740M as of Q1 2026.
- Envestnet Asset Management sold 235,265 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $31.8M.
- iShares Russell Mid-Cap Growth ETF made up 0.2% of Envestnet Asset Management's portfolio in Q1 2026, its #88 holding.
- Envestnet Asset Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 52 quarters since.
- Envestnet Asset Management's iShares Russell Mid-Cap Growth ETF position peaked at $823M in Q4 2025.
- 1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.
Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.