Envestnet Portfolio Solutions’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54M | Sell |
7,223
-410
| -5% | -$144K | 0.01% | 502 |
|
|
2025
Q1 | $2.42M | Sell |
7,633
-1,823
| -19% | -$579K | 0.01% | 529 |
|
|
2024
Q4 | $3.16M | Buy |
9,456
+2,284
| +32% | +$763K | 0.01% | 520 |
|
|
2024
Q3 | $2.34M | Buy |
7,172
+2,215
| +45% | +$724K | 0.01% | 603 |
|
|
2024
Q2 | $1.53M | Sell |
4,957
-281
| -5% | -$86.7K | 0.01% | 727 |
|
|
2024
Q1 | $1.57M | Sell |
5,238
-255
| -5% | -$76.5K | 0.01% | 707 |
|
|
2023
Q4 | $1.5M | Buy |
5,493
+2,536
| +86% | +$694K | 0.01% | 679 |
|
|
2023
Q3 | $725K | Buy |
+2,957
| New | +$725K | ﹤0.01% | 837 |
|