Envestnet Portfolio Solutions’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Sell |
54,407
-982,834
| -95% | -$212M | 0.04% | 203 |
|
|
2025
Q1 | $207M | Buy |
1,037,241
+28,692
| +3% | +$5.72M | 0.79% | 26 |
|
|
2024
Q4 | $223M | Buy |
1,008,549
+21,361
| +2% | +$4.72M | 0.73% | 29 |
|
|
2024
Q3 | $218M | Sell |
987,188
-795
| -0.1% | -$176K | 0.71% | 29 |
|
|
2024
Q2 | $200M | Sell |
987,983
-40,026
| -4% | -$8.12M | 0.7% | 29 |
|
|
2024
Q1 | $216M | Buy |
1,028,009
+13,439
| +1% | +$2.83M | 0.81% | 27 |
|
|
2023
Q4 | $204M | Buy |
1,014,570
+1,370
| +0.1% | +$275K | 0.85% | 25 |
|
|
2023
Q3 | $179M | Buy |
+1,013,200
| New | +$179M | 0.85% | 25 |
|