Envestnet Portfolio Solutions, Inc. Ishares Russell Mid Cap ETF Transaction History

Envestnet Portfolio Solutions, Inc.

$24.4 Billion
Q2 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 311,511 shares of IWR stock, worth $30 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

311,511

Previous 4,144,232 92.48%

Holding current value

$30 Million

Previous $353 Million 91.87%

% of portfolio

0.12%

Previous 1.49%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$74.88 - $91.97 $287 Million - $352 Million	-3,832,721 Reduced 92.48%	311,511 $28.6 Million
Q1 2025 Apr 21, 2025	BUY	$82.81 - $92.93 $6.02 Million - $6.76 Million	72,756 Added 1.79%	4,144,232 $353 Million
Q4 2024 Feb 10, 2025	BUY	$87.25 - $95.52 $3.48 Million - $3.81 Million	39,899 Added 0.99%	4,071,476 $360 Million
Q3 2024 Oct 31, 2024	BUY	$79.92 - $88.19 $5.19 Million - $5.72 Million	64,898 Added 1.64%	4,031,577 $355 Million
Q2 2024 Jul 16, 2024	BUY	$78.66 - $83.59 $7.72 Million - $8.2 Million	98,154 Added 2.54%	3,966,679 $322 Million
Q1 2024 May 06, 2024	BUY	$75.37 - $84.09 $7.78 Million - $8.68 Million	103,249 Added 2.74%	3,868,525 $325 Million
Q4 2023 Feb 07, 2024	SELL	$64.84 - $78.27 $2.11 Million - $2.55 Million	-32,588 Reduced 0.86%	3,765,276 $293 Million
Q3 2023 Nov 13, 2023	BUY	$68.54 - $75.91 $260 Million - $288 Million	3,797,864 New	3,797,864 $263 Million

Others Institutions Holding IWR

# of Institutions

1,611

Shares Held

377M

Call Options Held

198K

Put Options Held

37.3K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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Envestnet Portfolio Solutions, Inc. Ishares Russell Mid Cap ETF Transaction History