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

Envestnet Portfolio Solutions, Inc. holds 2.5M shares of IWS (ISHARES RUSSELL MIDCAP VALUE INDEX FUND), worth $415.2M as of 2026-Q2. The position was decreased (-9.3% shares). IWS represents 2.0% of Envestnet Portfolio Solutions, Inc.'s portfolio.

Current Value

$415.2M

Current Shares

2.5M

Total Value Change

-$90.5M

Total Shares Change

-1.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
2.5M
-9.3%
$415.2M2.0%$164.60
0
2026-Q1
Decreased
2.8M
-2.6%
$405.5M2.2%$151.87
0
2025-Q4
Increased
2.9M
+1.2%
$402.9M1.4%$142.38
50
2025-Q3
Increased
2.8M
+1.7%
$394.3M1.5%$138.71
50
2025-Q2
Decreased
2.8M
-29.6%
$366.7M1.3%$130.39
0
2025-Q1
Increased
3.9M
+1.6%
$496.9M1.9%$123.56
50
2024-Q4
Increased
3.9M
+1.6%
$502.4M1.6%$127.07
50
2024-Q3
Decreased
3.8M
-7.8%
$505.6M1.6%$129.34
0

Other major holders of IWS: Steward Partners Investment Advisory, LLC, TIAA TRUST, NATIONAL ASSOCIATION, JONES FINANCIAL COMPANIES LLLP

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