Envestnet Portfolio Solutions’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$198M	Sell	1,352,671 -294,918	-18%	-$40.7M	0.95%	23
2026 Q1	$211M	Sell	1,647,589 -233,495	-12%	-$31.6M	1.17%	18
2025 Q4	$258M	Buy	1,881,084 +59,578	+3%	+$8.33M	0.9%	26
2025 Q3	$259M	Buy	1,821,506 +217,051	+14%	+$30.7M	0.96%	26
2025 Q2	$223M	Sell	1,604,455 -229,507	-13%	-$29M	0.82%	27
2025 Q1	$215M	Sell	1,833,962 -47,512	-3%	-$6.11M	0.82%	25
2024 Q4	$238M	Buy	1,881,474 +389,972	+26%	+$49.6M	0.78%	27
2024 Q3	$175M	Sell	1,491,502 -52,071	-3%	-$5.82M	0.57%	35
2024 Q2	$170M	Buy	1,543,573 +32,942	+2%	+$3.62M	0.59%	34
2024 Q1	$172M	Buy	1,510,631 +255,690	+20%	+$27.7M	0.65%	32
2023 Q4	$131M	Buy	1,254,941 +85,474	+7%	+$8.1M	0.54%	40
2023 Q3	$107M	Buy	+1,169,467	New	+$112M	0.51%	40

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Envestnet Portfolio Solutions reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 18% in Q2 2026, selling an estimated $40.7M and leaving 1,352,671 shares worth $198M. The position accounts for 0.95% of the portfolio, ranked #23.

Envestnet Portfolio Solutions first reported a position in IWP in Q3 2023 and has held it in 12 quarters since. The position peaked at $259M in Q3 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Envestnet Portfolio Solutions held 1,352,671 shares of iShares Russell Mid-Cap Growth ETF worth $198M as of Q2 2026.
Envestnet Portfolio Solutions sold 294,918 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $40.7M.
iShares Russell Mid-Cap Growth ETF made up 0.95% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #23 holding.
Envestnet Portfolio Solutions first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's iShares Russell Mid-Cap Growth ETF position peaked at $259M in Q3 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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