Envestnet Portfolio Solutions
IWB icon

Envestnet Portfolio Solutions’s iShares Russell 1000 ETF IWB Stock Holding History

Envestnet Portfolio Solutions’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
Q2 		$46.4M Sell
113,304
-33,332
-23% -$13.2M 0.22% 74
2026
Q1 		$52.3M Sell
146,636
-57,565
-28% -$21.5M 0.29% 60
2025
Q4 		$76.3M Buy
204,201
+46,829
+30% +$17.3M 0.27% 62
2025
Q3 		$57.5M Sell
157,372
-17,488
-10% -$6.16M 0.21% 67
2025
Q2 		$59.4M Sell
174,860
-39,799
-19% -$12.5M 0.22% 65
2025
Q1 		$65.8M Sell
214,659
-13,482
-6% -$4.36M 0.25% 60
2024
Q4 		$73.5M Buy
228,141
+27,608
+14% +$8.94M 0.24% 61
2024
Q3 		$63M Sell
200,533
-975
-0.5% -$295K 0.2% 65
2024
Q2 		$60M Sell
201,508
-616
-0.3% -$177K 0.21% 66
2024
Q1 		$58.2M Sell
202,124
-38,974
-16% -$10.7M 0.22% 64
2023
Q4 		$63.2M Buy
241,098
+70,936
+42% +$17.4M 0.26% 56
2023
Q3 		$40M Buy
+170,162
New +$41.7M 0.19% 68

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Portfolio Solutions's IWB Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its iShares Russell 1000 ETF (IWB) stake by 23% in Q2 2026, selling an estimated $13.2M and leaving 113,304 shares worth $46.4M. The position accounts for 0.22% of the portfolio, ranked #74.

Envestnet Portfolio Solutions first reported a position in IWB in Q3 2023 and has held it in 12 quarters since. The position peaked at $76.3M in Q4 2025. 1,542 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Envestnet Portfolio Solutions held 113,304 shares of iShares Russell 1000 ETF worth $46.4M as of Q2 2026.
  • Envestnet Portfolio Solutions sold 33,332 iShares Russell 1000 ETF shares in Q2 2026, an estimated $13.2M.
  • iShares Russell 1000 ETF made up 0.22% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #74 holding.
  • Envestnet Portfolio Solutions first reported a position in iShares Russell 1000 ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's iShares Russell 1000 ETF position peaked at $76.3M in Q4 2025.
  • 1,542 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.