Envestnet Portfolio Solutions
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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
2025
Q2 		$28.6M Sell
2025
Q1 		$353M Buy
2024
Q4 		$360M Buy
2024
Q3 		$355M Buy
2024
Q2 		$322M Buy
2024
Q1 		$325M Buy
2023
Q4 		$293M Sell
2023
Q3 		$263M Buy