Envestnet Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $435M | Sell |
4,471,361
-127,293
| -3% | -$12.7M | 0.12% | 156 |
|
|
2025
Q4 | $443M | Buy |
4,598,654
+559,611
| +14% | +$53.8M | 0.13% | 131 |
|
|
2025
Q3 | $390M | Sell |
4,039,043
-14,697
| -0.4% | -$1.39M | 0.11% | 163 |
|
|
2025
Q2 | $373M | Sell |
4,053,740
-78,588
| -2% | -$6.79M | 0.11% | 162 |
|
|
2025
Q1 | $352M | Sell |
4,132,328
-60,114
| -1% | -$5.36M | 0.11% | 161 |
|
|
2024
Q4 | $371M | Sell |
4,192,442
-52,608
| -1% | -$4.77M | 0.12% | 153 |
|
|
2024
Q3 | $374M | Sell |
4,245,050
-158,551
| -4% | -$13.4M | 0.12% | 153 |
|
|
2024
Q2 | $357M | Buy |
4,403,601
+45,347
| +1% | +$3.69M | 0.12% | 148 |
|
|
2024
Q1 | $366M | Sell |
4,358,254
-234,373
| -5% | -$18.6M | 0.14% | 139 |
|
|
2023
Q4 | $357M | Buy |
4,592,627
+226,035
| +5% | +$16.1M | 0.15% | 127 |
|
|
2023
Q3 | $302M | Sell |
4,366,592
-3,782,698
| -46% | -$276M | 0.14% | 129 |
|
|
2023
Q2 | $595M | Buy |
8,149,290
+135,806
| +2% | +$9.45M | 0.26% | 61 |
|
|
2023
Q1 | $560M | Sell |
8,013,484
-453,293
| -5% | -$32M | 0.27% | 61 |
|
|
2022
Q4 | $571M | Buy |
8,466,777
+415,807
| +5% | +$28M | 0.3% | 62 |
|
|
2022
Q3 | $500M | Sell |
8,050,970
-19,476
| -0.2% | -$1.34M | 0.29% | 62 |
|
|
2022
Q2 | $522M | Buy |
8,070,446
+1,217
| +0% | +$86.6K | 0.29% | 63 |
|
|
2022
Q1 | $630M | Buy |
8,069,229
+229,823
| +3% | +$17.7M | 0.32% | 58 |
|
|
2021
Q4 | $651M | Buy |
7,839,406
+396,259
| +5% | +$32.5M | 0.32% | 56 |
|
|
2021
Q3 | $582M | Sell |
7,443,147
-678,050
| -8% | -$54.3M | 0.32% | 58 |
|
|
2021
Q2 | $644M | Buy |
8,121,197
+388,780
| +5% | +$30.2M | 0.37% | 48 |
|
|
2021
Q1 | $572M | Buy |
7,732,417
+311,687
| +4% | +$22.5M | 0.37% | 48 |
|
|
2020
Q4 | $509M | Buy |
7,420,730
+697,642
| +10% | +$44.4M | 0.38% | 47 |
|
|
2020
Q3 | $386M | Buy |
6,723,088
+238,270
| +4% | +$13.6M | 0.34% | 54 |
|
|
2020
Q2 | $348M | Sell |
6,484,818
-141,372
| -2% | -$7.09M | 0.34% | 53 |
|
|
2020
Q1 | $286M | Buy |
6,626,190
+545,225
| +9% | +$30M | 0.34% | 49 |
|
|
2019
Q4 | $363M | Buy |
6,080,965
+400,316
| +7% | +$23M | 0.38% | 44 |
|
|
2019
Q3 | $318M | Buy |
5,680,649
+643,448
| +13% | +$36M | 0.35% | 53 |
|
|
2019
Q2 | $281M | Buy |
5,037,201
+245,007
| +5% | +$13.4M | 0.35% | 47 |
|
|
2019
Q1 | $259M | Sell |
4,792,194
-280,099
| -6% | -$14.5M | 0.35% | 50 |
|
|
2018
Q4 | $236M | Buy |
5,072,293
+3,019,353
| +147% | +$152M | 0.36% | 46 |
|
|
2018
Q3 | $113M | Sell |
2,052,940
-325,040
| -14% | -$17.8M | 0.2% | 64 |
|
|
2018
Q2 | $126M | Buy |
2,377,980
+87,724
| +4% | +$4.62M | 0.29% | 51 |
|
|
2018
Q1 | $117M | Buy |
2,290,256
+116,372
| +5% | +$6.13M | 0.33% | 48 |
|
|
2017
Q4 | $113M | Sell |
2,173,884
-205,104
| -9% | -$10.4M | 0.25% | 54 |
|
|
2017
Q3 | $117M | Buy |
2,378,988
+142,592
| +6% | +$6.88M | 0.28% | 50 |
|
|
2017
Q2 | $107M | Buy |
2,236,396
+303,456
| +16% | +$14.4M | 0.3% | 51 |
|
|
2017
Q1 | $90.5M | Buy |
1,932,940
+131,820
| +7% | +$6.11M | 0.29% | 53 |
|
|
2016
Q4 | $80.5M | Buy |
1,801,120
+162,648
| +10% | +$7.11M | 0.29% | 56 |
|
|
2016
Q3 | $71.4M | Buy |
1,638,472
+208,796
| +15% | +$9.05M | 0.28% | 55 |
|
|
2016
Q2 | $60.1M | Buy |
1,429,676
+210,332
| +17% | +$8.68M | 0.24% | 68 |
|
|
2016
Q1 | $49.7M | Sell |
1,219,344
-22,904
| -2% | -$871K | 0.21% | 81 |
|
|
2015
Q4 | $49.7M | Buy |
1,242,248
+176,572
| +17% | +$7.2M | 0.23% | 76 |
|
|
2015
Q3 | $41.4M | Sell |
1,065,676
-102,736
| -9% | -$4.25M | 0.21% | 89 |
|
|
2015
Q2 | $49.7M | Sell |
1,168,412
-126,364
| -10% | -$5.49M | 0.24% | 82 |
|
|
2015
Q1 | $56M | Buy |
1,294,776
+510,696
| +65% | +$21.7M | 0.29% | 72 |
|
|
2014
Q4 | $32.7M | Sell |
784,080
-310,072
| -28% | -$12.6M | 0.33% | 74 |
|
|
2014
Q3 | $43.3M | Buy |
1,094,152
+120,288
| +12% | +$4.85M | 0.44% | 59 |
|
|
2014
Q2 | $39.6M | Buy |
973,864
+296,816
| +44% | +$11.6M | 0.41% | 66 |
|
|
2014
Q1 | $26.2M | Buy |
677,048
+68,408
| +11% | +$2.59M | 0.29% | 81 |
|
|
2013
Q4 | $22.8M | Buy |
608,640
+82,372
| +16% | +$2.98M | 0.26% | 86 |
|
|
2013
Q3 | $18.3M | Sell |
526,268
-285,240
| -35% | -$9.75M | 0.22% | 104 |
|
|
2013
Q2 | $26.4M | Buy |
+811,508
| New | +$26.3M | 0.34% | 74 |
|
Other funds holding IWR
Envestnet Asset Management's IWR Position: Q1 2026 in Review
Envestnet Asset Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.8% in Q1 2026, selling an estimated $12.7M and leaving 4,471,361 shares worth $435M. The position accounts for 0.12% of the portfolio, ranked #156.
Envestnet Asset Management first reported a position in IWR in Q2 2013 and has held it in 52 quarters since. The position peaked at $651M in Q4 2021. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.
- Envestnet Asset Management held 4,471,361 shares of iShares Russell Mid-Cap ETF worth $435M as of Q1 2026.
- Envestnet Asset Management sold 127,293 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $12.7M.
- iShares Russell Mid-Cap ETF made up 0.12% of Envestnet Asset Management's portfolio in Q1 2026, its #156 holding.
- Envestnet Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
- Envestnet Asset Management's iShares Russell Mid-Cap ETF position peaked at $651M in Q4 2021.
- 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.
Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.