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IWPIWP
12 quarters

Position history for Envestnet Portfolio Solutions, Inc.Envestnet Portfolio Solutions, Inc.'s holdings in ISHARES RUSSELL MIDCAP GRWTH

Envestnet Portfolio Solutions, Inc. holds 1.4M shares of IWP (ISHARES RUSSELL MIDCAP GRWTH), worth $198M as of 2026-Q2. The position was decreased (-17.9% shares). IWP represents 0.9% of Envestnet Portfolio Solutions, Inc.'s portfolio.

Current Value

$198M

Current Shares

1.4M

Total Value Change

+$91.2M

Total Shares Change

+183,204

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.4M
-17.9%
$198M0.9%$146.41
0
2026-Q1
Decreased
1.6M
-12.4%
$211.1M1.2%$127.97
0
2025-Q4
Increased
1.9M
+3.3%
$257.6M0.9%$136.73
45
2025-Q3
Increased
1.8M
+13.5%
$259.4M1.0%$142.03
49
2025-Q2
Decreased
1.6M
-12.5%
$222.5M0.8%$138.19
0
2025-Q1
Decreased
1.8M
-2.5%
$215.5M0.8%$116.96
0
2024-Q4
Increased
1.9M
+26.1%
$238.5M0.8%$126.07
53
2024-Q3
Decreased
1.5M
-3.4%
$174.9M0.6%$116.56
0
2024-Q2
Increased
1.5M
+2.2%
$170.3M0.6%$109.68
44
2024-Q1
Increased
1.5M
+20.4%
$172.4M0.6%$113.34
51
2023-Q4
Increased
1.3M
+7.3%
$131.1M0.5%$103.62
46
2023-Q3
New
1.2M
-
$106.8M0.5%$90.48
59

Other major holders of IWP: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, MORGAN STANLEY

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