Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s iShares Russell 2000 ETF IWM Stock Holding History

Envestnet Portfolio Solutions’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$23.5M Buy
2025
Q2 		$11.7M Sell
2025
Q1 		$207M Buy
2024
Q4 		$223M Buy
2024
Q3 		$218M Sell
2024
Q2 		$200M Sell
2024
Q1 		$216M Buy
2023
Q4 		$204M Buy
2023
Q3 		$179M Buy