Envestnet Portfolio Solutions’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.4M | Sell |
174,860
-39,799
| -19% | -$13.5M | 0.22% | 65 |
|
|
2025
Q1 | $65.8M | Sell |
214,659
-13,482
| -6% | -$4.14M | 0.25% | 60 |
|
|
2024
Q4 | $73.5M | Buy |
228,141
+27,608
| +14% | +$8.89M | 0.24% | 61 |
|
|
2024
Q3 | $63M | Sell |
200,533
-975
| -0.5% | -$307K | 0.2% | 65 |
|
|
2024
Q2 | $60M | Sell |
201,508
-616
| -0.3% | -$183K | 0.21% | 66 |
|
|
2024
Q1 | $58.2M | Sell |
202,124
-38,974
| -16% | -$11.2M | 0.22% | 64 |
|
|
2023
Q4 | $63.2M | Buy |
241,098
+70,936
| +42% | +$18.6M | 0.26% | 56 |
|
|
2023
Q3 | $40M | Buy |
+170,162
| New | +$40M | 0.19% | 68 |
|