Envestnet Portfolio Solutions
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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
2025
Q3 		$57.5M Sell
2025
Q2 		$59.4M Sell
2025
Q1 		$65.8M Sell
2024
Q4 		$73.5M Buy
2024
Q3 		$63M Sell
2024
Q2 		$60M Sell
2024
Q1 		$58.2M Sell
2023
Q4 		$63.2M Buy
2023
Q3 		$40M Buy