Envestnet Portfolio Solutions’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.6M | Sell |
311,511
-3,832,721
| -92% | -$352M | 0.11% | 103 |
|
|
2025
Q1 | $353M | Buy |
4,144,232
+72,756
| +2% | +$6.19M | 1.35% | 20 |
|
|
2024
Q4 | $360M | Buy |
4,071,476
+39,899
| +1% | +$3.53M | 1.18% | 21 |
|
|
2024
Q3 | $355M | Buy |
4,031,577
+64,898
| +2% | +$5.72M | 1.15% | 21 |
|
|
2024
Q2 | $322M | Buy |
3,966,679
+98,154
| +3% | +$7.96M | 1.12% | 21 |
|
|
2024
Q1 | $325M | Buy |
3,868,525
+103,249
| +3% | +$8.68M | 1.22% | 19 |
|
|
2023
Q4 | $293M | Sell |
3,765,276
-32,588
| -0.9% | -$2.53M | 1.22% | 17 |
|
|
2023
Q3 | $263M | Buy |
+3,797,864
| New | +$263M | 1.24% | 17 |
|