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

Envestnet Portfolio Solutions’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$415M Sell
2,522,416
-259,887
-9% -$41M 1.99% 11
2026
Q1 		$405M Sell
2,782,303
-74,231
-3% -$11M 2.24% 11
2025
Q4 		$403M Buy
2,856,534
+33,247
+1% +$4.65M 1.41% 19
2025
Q3 		$394M Buy
2,823,287
+48,211
+2% +$6.59M 1.45% 18
2025
Q2 		$367M Sell
2,775,076
-1,169,609
-30% -$147M 1.35% 19
2025
Q1 		$497M Buy
3,944,685
+60,435
+2% +$7.87M 1.9% 10
2024
Q4 		$502M Buy
3,884,250
+60,877
+2% +$8.15M 1.64% 16
2024
Q3 		$506M Sell
3,823,373
-323,719
-8% -$40.9M 1.64% 18
2024
Q2 		$501M Buy
4,147,092
+100,214
+2% +$12.2M 1.75% 16
2024
Q1 		$507M Buy
4,046,878
+919,370
+29% +$108M 1.91% 11
2023
Q4 		$364M Buy
3,127,508
+712,662
+30% +$75.9M 1.51% 14
2023
Q3 		$252M Buy
+2,414,846
New +$266M 1.19% 18

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

Envestnet Portfolio Solutions reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 9.3% in Q2 2026, selling an estimated $41M and leaving 2,522,416 shares worth $415M. The position accounts for 1.99% of the portfolio, ranked #11.

Envestnet Portfolio Solutions first reported a position in IWS in Q3 2023 and has held it in 12 quarters since. The position peaked at $507M in Q1 2024. 1,044 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Envestnet Portfolio Solutions held 2,522,416 shares of iShares Russell Mid-Cap Value ETF worth $415M as of Q2 2026.
  • Envestnet Portfolio Solutions sold 259,887 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $41M.
  • iShares Russell Mid-Cap Value ETF made up 1.99% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #11 holding.
  • Envestnet Portfolio Solutions first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's iShares Russell Mid-Cap Value ETF position peaked at $507M in Q1 2024.
  • 1,044 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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