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
2026 Q1	–	Sell	-3,429	Closed	-$1.33M	–	1402
2025 Q4	$1.33M	Buy	3,429 +2,875	+519%	+$1.1M	﹤0.01%	665
2025 Q3	$210K	Sell	554 -6,669	-92%	-$2.43M	﹤0.01%	1407
2025 Q2	$2.54M	Sell	7,223 -410	-5%	-$133K	0.01%	502
2025 Q1	$2.42M	Sell	7,633 -1,823	-19%	-$611K	0.01%	529
2024 Q4	$3.16M	Buy	9,456 +2,284	+32%	+$769K	0.01%	520
2024 Q3	$2.34M	Buy	7,172 +2,215	+45%	+$697K	0.01%	603
2024 Q2	$1.53M	Sell	4,957 -281	-5%	-$83.9K	0.01%	727
2024 Q1	$1.57M	Sell	5,238 -255	-5%	-$72.7K	0.01%	707
2023 Q4	$1.5M	Buy	5,493 +2,536	+86%	+$647K	0.01%	679
2023 Q3	$725K	Buy	+2,957	New	+$756K	﹤0.01%	837

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Portfolio Solutions's IWV Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of iShares Russell 3000 ETF (IWV) in Q1 2026, closing a stake of 3,429 shares — an estimated $1.33M sold.

Envestnet Portfolio Solutions first reported a position in IWV in Q3 2023 and held it in 10 quarters. The position peaked at $3.16M in Q4 2024. 870 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Envestnet Portfolio Solutions reported no remaining iShares Russell 3000 ETF position as of Q1 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 3,429 iShares Russell 3000 ETF shares in Q1 2026, an estimated $1.33M.
Envestnet Portfolio Solutions first reported a position in iShares Russell 3000 ETF in Q3 2023 and held it in 10 quarters.
Envestnet Portfolio Solutions's iShares Russell 3000 ETF position peaked at $3.16M in Q4 2024.
870 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.