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 |
|