Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Envestnet Portfolio Solutions’s Portfolio IWX Stock Details IWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$553M Buy
2025
Q1 		$515M Buy
2024
Q4 		$487M Sell
2024
Q3 		$557M Sell
2024
Q2 		$531M Sell
2024
Q1 		$542M Buy
2023
Q4 		$429M Sell
2023
Q3 		$440M Buy