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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.2M	Buy	9,930 +387	+4%	+$81K	0.01%	480
2026 Q1	$1.81M	Sell	9,543 -3,889	-29%	-$753K	0.01%	481
2025 Q4	$2.43M	Sell	13,432 -1,650	-11%	-$296K	0.01%	508
2025 Q3	$2.67M	Sell	15,082 -1,928	-11%	-$325K	0.01%	468
2025 Q2	$2.68M	Sell	17,010 -3,459	-17%	-$515K	0.01%	490
2025 Q1	$3.09M	Buy	20,469 +8,561	+72%	+$1.38M	0.01%	485
2024 Q4	$1.95M	Sell	11,908 -809	-6%	-$138K	0.01%	672
2024 Q3	$2.12M	Sell	12,717 -8,164	-39%	-$1.33M	0.01%	643
2024 Q2	$3.18M	Sell	20,881 -5,765	-22%	-$882K	0.01%	494
2024 Q1	$4.23M	Buy	26,646 +17,939	+206%	+$2.72M	0.02%	422
2023 Q4	$1.35M	Buy	8,707 +1,966	+29%	+$272K	0.01%	699
2023 Q3	$914K	Buy	+6,741	New	+$967K	﹤0.01%	769

Other funds holding IWN

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

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Envestnet Portfolio Solutions increased its iShares Russell 2000 Value ETF (IWN) stake by 4.1% in Q2 2026, buying an estimated $81K and bringing the position to 9,930 shares worth $2.2M. The position accounts for 0.01% of the portfolio, ranked #480.

Envestnet Portfolio Solutions first reported a position in IWN in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.23M in Q1 2024. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Envestnet Portfolio Solutions held 9,930 shares of iShares Russell 2000 Value ETF worth $2.2M as of Q2 2026.
Envestnet Portfolio Solutions bought 387 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $81K.
iShares Russell 2000 Value ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #480 holding.
Envestnet Portfolio Solutions first reported a position in iShares Russell 2000 Value ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's iShares Russell 2000 Value ETF position peaked at $4.23M in Q1 2024.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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