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IWXIWX
12 quarters

Position history for Envestnet Portfolio Solutions, Inc.Envestnet Portfolio Solutions, Inc.'s holdings in ISHARES RUSSELL TOP 200 VALU

Envestnet Portfolio Solutions, Inc. holds 4.9M shares of IWX (ISHARES RUSSELL TOP 200 VALU), worth $516.1M as of 2026-Q2. The position was decreased (-22.1% shares). IWX represents 2.5% of Envestnet Portfolio Solutions, Inc.'s portfolio.

Current Value

$516.1M

Current Shares

4.9M

Total Value Change

+$75.9M

Total Shares Change

-1.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
4.9M
-22.1%
$516.1M2.5%$105.16
0
2026-Q1
Decreased
6.3M
-0.6%
$583.4M3.2%$96.16
0
2025-Q4
Increased
6.3M
+1.5%
$581.7M2.0%$92.45
55
2025-Q3
Decreased
6.2M
-5.0%
$548.3M2.0%$87.34
0
2025-Q2
Increased
6.6M
+4.7%
$553M2.0%$83.19
57
2025-Q1
Increased
6.3M
+1.7%
$515.4M2.0%$80.26
50
2024-Q4
Decreased
6.2M
-10.0%
$487.4M1.6%$77.51
0
2024-Q3
Decreased
6.9M
-3.3%
$557.1M1.8%$79.11
0
2024-Q2
Decreased
7.1M
-0.1%
$530.5M1.9%$72.78
0
2024-Q1
Increased
7.1M
+16.1%
$541.8M2.0%$73.90
62
2023-Q4
Decreased
6.1M
-9.2%
$429.2M1.8%$67.63
0
2023-Q3
New
6.7M
-
$440.2M2.1%$62.60
81

Other major holders of IWX: TIAA TRUST, NATIONAL ASSOCIATION

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