Envestnet Portfolio Solutions
IWO icon

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

Envestnet Portfolio Solutions’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.04M Sell
17,873
-712
-4% -$260K 0.03% 267
2026
Q1 		$5.83M Sell
18,585
-1,750
-9% -$582K 0.03% 263
2025
Q4 		$6.57M Buy
20,335
+3,936
+24% +$1.28M 0.02% 320
2025
Q3 		$5.25M Buy
16,399
+125
+0.8% +$37.7K 0.02% 344
2025
Q2 		$4.65M Sell
16,274
-331
-2% -$87.1K 0.02% 381
2025
Q1 		$4.24M Buy
16,605
+10,457
+170% +$2.95M 0.02% 401
2024
Q4 		$1.77M Buy
6,148
+4,314
+235% +$1.28M 0.01% 703
2024
Q3 		$521K Sell
1,834
-242
-12% -$66.3K ﹤0.01% 1182
2024
Q2 		$545K Sell
2,076
-57
-3% -$14.8K ﹤0.01% 1106
2024
Q1 		$578K Buy
2,133
+464
+28% +$119K ﹤0.01% 1057
2023
Q4 		$421K Buy
1,669
+358
+27% +$80.7K ﹤0.01% 1121
2023
Q3 		$294K Buy
+1,311
New +$314K ﹤0.01% 1240

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Envestnet Portfolio Solutions reduced its iShares Russell 2000 Growth ETF (IWO) stake by 3.8% in Q2 2026, selling an estimated $260K and leaving 17,873 shares worth $7.04M. The position accounts for 0.03% of the portfolio, ranked #267.

Envestnet Portfolio Solutions first reported a position in IWO in Q3 2023 and has held it in 12 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Envestnet Portfolio Solutions held 17,873 shares of iShares Russell 2000 Growth ETF worth $7.04M as of Q2 2026.
  • Envestnet Portfolio Solutions sold 712 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $260K.
  • iShares Russell 2000 Growth ETF made up 0.03% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #267 holding.
  • Envestnet Portfolio Solutions first reported a position in iShares Russell 2000 Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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