Envestnet Portfolio Solutions’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.2M | Sell |
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|
2025
Q4 | $31.3M | Buy |
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|
2025
Q3 | $30.1M | Sell |
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|
2025
Q2 | $28.6M | Sell |
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|
2025
Q1 | $353M | Buy |
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|
2024
Q4 | $360M | Buy |
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|
2024
Q3 | $355M | Buy |
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|
2024
Q2 | $322M | Buy |
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|
2024
Q1 | $325M | Buy |
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|
2023
Q4 | $293M | Sell |
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|
2023
Q3 | $263M | Buy |
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