Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s iShares Russell 3000 ETF IWV Stock Holding History

Envestnet Portfolio Solutions’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$210K Sell
2025
Q2 		$2.54M Sell
2025
Q1 		$2.42M Sell
2024
Q4 		$3.16M Buy
2024
Q3 		$2.34M Buy
2024
Q2 		$1.53M Sell
2024
Q1 		$1.57M Sell
2023
Q4 		$1.5M Buy
2023
Q3 		$725K Buy