Envestnet Portfolio Solutions, Inc. Ishares Russell 2000 ETF Transaction History

Envestnet Portfolio Solutions, Inc.

$23.8 Billion
Q3 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 96,966 shares of IWM stock, worth $23 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

96,966

Previous 54,407 78.22%

Holding current value

$23 Million

Previous $11.7 Million 99.84%

% of portfolio

0.1%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$214.92 - $244.84 $9.15 Million - $10.4 Million	42,559 Added 78.22%	96,966 $23.5 Million
Q2 2025 Jul 25, 2025	SELL	$174.82 - $215.79 $172 Million - $212 Million	-982,834 Reduced 94.75%	54,407 $11.7 Million
Q1 2025 Apr 21, 2025	BUY	$198.1 - $229.79 $5.68 Million - $6.59 Million	28,692 Added 2.84%	1,037,241 $207 Million
Q4 2024 Feb 10, 2025	BUY	$216.13 - $242.4 $4.62 Million - $5.18 Million	21,361 Added 2.16%	1,008,549 $223 Million
Q3 2024 Oct 31, 2024	SELL	$200.87 - $224.6 $159,691 - $178,557	-795 Reduced 0.08%	987,188 $218 Million

Q2 2024 Jul 16, 2024	SELL	$192.84 - $209.44 $7.72 Million - $8.38 Million	-40,026 Reduced 3.89%	987,983 $200 Million
Q1 2024 May 06, 2024	BUY	$189.48 - $210.3 $2.55 Million - $2.83 Million	13,439 Added 1.32%	1,028,009 $216 Million
Q4 2023 Feb 07, 2024	BUY	$162.21 - $204.82 $222,227 - $280,603	1,370 Added 0.14%	1,014,570 $204 Million
Q3 2023 Nov 13, 2023	BUY	$174.36 - $198.71 $177 Million - $201 Million	1,013,200 New	1,013,200 $179 Million

Others Institutions Holding IWM

# of Institutions

3,022

Shares Held

284M

Call Options Held

197M

Put Options Held

484M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Envestnet Portfolio Solutions, Inc. Ishares Russell 2000 ETF Transaction History