Envestnet Portfolio Solutions
IWR icon

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

Envestnet Portfolio Solutions’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16M Sell
145,294
-11,546
-7% -$1.21M 0.08% 156
2026
Q1 		$15.2M Sell
156,840
-168,484
-52% -$16.8M 0.08% 138
2025
Q4 		$31.3M Buy
325,324
+13,823
+4% +$1.33M 0.11% 100
2025
Q3 		$30.1M Sell
311,501
-10
-0% -$948 0.11% 100
2025
Q2 		$28.6M Sell
311,511
-3,832,721
-92% -$331M 0.11% 103
2025
Q1 		$353M Buy
4,144,232
+72,756
+2% +$6.49M 1.35% 20
2024
Q4 		$360M Buy
4,071,476
+39,899
+1% +$3.62M 1.18% 21
2024
Q3 		$355M Buy
4,031,577
+64,898
+2% +$5.47M 1.15% 21
2024
Q2 		$322M Buy
3,966,679
+98,154
+3% +$7.99M 1.12% 21
2024
Q1 		$325M Buy
3,868,525
+103,249
+3% +$8.18M 1.22% 19
2023
Q4 		$293M Sell
3,765,276
-32,588
-0.9% -$2.32M 1.22% 17
2023
Q3 		$263M Buy
+3,797,864
New +$277M 1.24% 17

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Envestnet Portfolio Solutions reduced its iShares Russell Mid-Cap ETF (IWR) stake by 7.4% in Q2 2026, selling an estimated $1.21M and leaving 145,294 shares worth $16M. The position accounts for 0.08% of the portfolio, ranked #156.

Envestnet Portfolio Solutions first reported a position in IWR in Q3 2023 and has held it in 12 quarters since. The position peaked at $360M in Q4 2024. 1,587 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Envestnet Portfolio Solutions held 145,294 shares of iShares Russell Mid-Cap ETF worth $16M as of Q2 2026.
  • Envestnet Portfolio Solutions sold 11,546 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $1.21M.
  • iShares Russell Mid-Cap ETF made up 0.08% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #156 holding.
  • Envestnet Portfolio Solutions first reported a position in iShares Russell Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's iShares Russell Mid-Cap ETF position peaked at $360M in Q4 2024.
  • 1,587 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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