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IWRIWR
12 quarters

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

Envestnet Portfolio Solutions, Inc. holds 145,294 shares of IWR (ISHARES RUSSELL MIDCAP INDEX FUND), worth $16M as of 2026-Q2. The position was decreased (-7.4% shares). IWR represents 0.1% of Envestnet Portfolio Solutions, Inc.'s portfolio.

Current Value

$16M

Current Shares

145,294

Total Value Change

-$247M

Total Shares Change

-3.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
145,294
-7.4%
$16M0.1%$110.32
0
2026-Q1
Decreased
156,840
-51.8%
$15.2M0.1%$101.75
0
2025-Q4
Increased
325,324
+4.4%
$31.3M0.1%$97.26
36
2025-Q3
Decreased
311,501
0.0%
$30.1M0.1%$96.09
0
2025-Q2
Decreased
311,511
-92.5%
$28.6M0.1%$90.83
0
2025-Q1
Increased
4.1M
+1.8%
$352.5M1.3%$83.76
50
2024-Q4
Increased
4.1M
+1.0%
$359.9M1.2%$87.25
49
2024-Q3
Increased
4M
+1.6%
$355.3M1.2%$86.54
50
2024-Q2
Increased
4M
+2.5%
$321.6M1.1%$79.38
50
2024-Q1
Increased
3.9M
+2.7%
$325.3M1.2%$82.12
50
2023-Q4
Decreased
3.8M
-0.9%
$292.7M1.2%$75.71
0
2023-Q3
New
3.8M
-
$263M1.2%$67.15
70

Other major holders of IWR: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, JONES FINANCIAL COMPANIES LLLP, BANK OF AMERICA CORP /DE/

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