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
2025
Q2 		$367M Sell
2025
Q1 		$497M Buy
2024
Q4 		$502M Buy
2024
Q3 		$506M Sell
2024
Q2 		$501M Buy
2024
Q1 		$507M Buy
2023
Q4 		$364M Buy
2023
Q3 		$252M Buy