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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$223M Sell
1,604,455
-229,507
-13% -$31.8M 0.82% 27
2025
Q1
$215M Sell
1,833,962
-47,512
-3% -$5.58M 0.82% 25
2024
Q4
$238M Buy
1,881,474
+389,972
+26% +$49.4M 0.78% 27
2024
Q3
$175M Sell
1,491,502
-52,071
-3% -$6.11M 0.57% 35
2024
Q2
$170M Buy
1,543,573
+32,942
+2% +$3.64M 0.59% 34
2024
Q1
$172M Buy
1,510,631
+255,690
+20% +$29.2M 0.65% 32
2023
Q4
$131M Buy
1,254,941
+85,474
+7% +$8.93M 0.54% 40
2023
Q3
$107M Buy
+1,169,467
New +$107M 0.51% 40