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

Envestnet Portfolio Solutions’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22.4M	Sell	92,318 -11,209	-11%	-$2.61M	0.11%	119
2026 Q1	$22.1M	Sell	103,527 -43,774	-30%	-$9.59M	0.12%	106
2025 Q4	$31M	Buy	147,301 +27,002	+22%	+$5.58M	0.11%	102
2025 Q3	$24.5M	Sell	120,299 -1,033	-0.9%	-$205K	0.09%	114
2025 Q2	$23.6M	Sell	121,332 -30,533	-20%	-$5.65M	0.09%	114
2025 Q1	$28.6M	Sell	151,865 -58,056	-28%	-$11.1M	0.11%	99
2024 Q4	$38.9M	Buy	209,921 +46,642	+29%	+$8.95M	0.13%	88
2024 Q3	$31M	Sell	163,279 -6,453	-4%	-$1.18M	0.1%	102
2024 Q2	$29.6M	Buy	169,732 +5,913	+4%	+$1.03M	0.1%	102
2024 Q1	$29.3M	Sell	163,819 -65,839	-29%	-$11.1M	0.11%	98
2023 Q4	$38M	Buy	229,658 +50,607	+28%	+$7.82M	0.16%	82
2023 Q3	$27.2M	Buy	+179,051	New	+$28.4M	0.13%	93

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Envestnet Portfolio Solutions reduced its iShares Russell 1000 Value ETF (IWD) stake by 11% in Q2 2026, selling an estimated $2.61M and leaving 92,318 shares worth $22.4M. The position accounts for 0.11% of the portfolio, ranked #119.

Envestnet Portfolio Solutions first reported a position in IWD in Q3 2023 and has held it in 12 quarters since. The position peaked at $38.9M in Q4 2024. 1,967 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Envestnet Portfolio Solutions held 92,318 shares of iShares Russell 1000 Value ETF worth $22.4M as of Q2 2026.
Envestnet Portfolio Solutions sold 11,209 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $2.61M.
iShares Russell 1000 Value ETF made up 0.11% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #119 holding.
Envestnet Portfolio Solutions first reported a position in iShares Russell 1000 Value ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's iShares Russell 1000 Value ETF position peaked at $38.9M in Q4 2024.
1,967 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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