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
2026 Q2	$11.9M	Sell	39,490 -1,922	-5%	-$540K	0.06%	196
2026 Q1	$10.3M	Sell	41,412 -55,081	-57%	-$14.2M	0.06%	185
2025 Q4	$23.8M	Sell	96,493 -473	-0.5%	-$116K	0.08%	120
2025 Q3	$23.5M	Buy	96,966 +42,559	+78%	+$9.77M	0.09%	120
2025 Q2	$11.7M	Sell	54,407 -982,834	-95%	-$198M	0.04%	203
2025 Q1	$207M	Buy	1,037,241 +28,692	+3%	+$6.22M	0.79%	26
2024 Q4	$223M	Buy	1,008,549 +21,361	+2%	+$4.87M	0.73%	29
2024 Q3	$218M	Sell	987,188 -795	-0.1%	-$170K	0.71%	29
2024 Q2	$200M	Sell	987,983 -40,026	-4%	-$8.09M	0.7%	29
2024 Q1	$216M	Buy	1,028,009 +13,439	+1%	+$2.68M	0.81%	27
2023 Q4	$204M	Buy	1,014,570 +1,370	+0.1%	+$245K	0.85%	25
2023 Q3	$179M	Buy	+1,013,200	New	+$190M	0.85%	25

Other funds holding IWM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Envestnet Portfolio Solutions reduced its iShares Russell 2000 ETF (IWM) stake by 4.6% in Q2 2026, selling an estimated $540K and leaving 39,490 shares worth $11.9M. The position accounts for 0.06% of the portfolio, ranked #196.

Envestnet Portfolio Solutions first reported a position in IWM in Q3 2023 and has held it in 12 quarters since. The position peaked at $223M in Q4 2024. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Envestnet Portfolio Solutions held 39,490 shares of iShares Russell 2000 ETF worth $11.9M as of Q2 2026.
Envestnet Portfolio Solutions sold 1,922 iShares Russell 2000 ETF shares in Q2 2026, an estimated $540K.
iShares Russell 2000 ETF made up 0.06% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #196 holding.
Envestnet Portfolio Solutions first reported a position in iShares Russell 2000 ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's iShares Russell 2000 ETF position peaked at $223M in Q4 2024.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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