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IWP
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Position history for Envestnet Portfolio Solutions, Inc.'s holdings in iShares Trust RUS MD CP GR ETF

Envestnet Portfolio Solutions, Inc. holds 1.6M shares of IWP (iShares Trust RUS MD CP GR ETF), worth $211.1M as of 2026-Q1. The position was decreased (-12.4% shares). IWP represents 1.2% of Envestnet Portfolio Solutions, Inc.'s portfolio.

Current Value

$211.1M

Current Shares

1.6M

Total Value Change

+$40.8M

Total Shares Change

+104,016

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
1.6M
-12.4%
$211.1M1.2%$135.50
0
2025-Q4
Increased
1.9M
+3.3%
$257.6M0.9%$138.51
45
2025-Q3
Increased
1.8M
+13.5%
$259.4M1.0%$142.99
49
2025-Q2
Decreased
1.6M
-12.5%
$222.5M0.8%$137.15
0
2025-Q1
Decreased
1.8M
-2.5%
$215.5M0.8%$117.28
0
2024-Q4
Increased
1.9M
+26.1%
$238.5M0.8%$127.04
53
2024-Q3
Decreased
1.5M
-3.4%
$174.9M0.6%$116.69
0
2024-Q2
Increased
1.5M
+2.2%
$170.3M0.6%$109.68
44

Other major holders of IWP: MORGAN STANLEY

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