Envestnet Portfolio Solutions, Inc. IWS Holdings History
Envestnet Portfolio Solutions, Inc.'s iShares Russell Mid-Cap Value ETF Holding Summary
As of 2025-03-31, Envestnet Portfolio Solutions, Inc. held 3.94 Mil shares of iShares Russell Mid-Cap Value ETF(IWS), totaling $496.91 Mil. This investment constitutes 1.9% of their stock portfolio, and Envestnet Portfolio Solutions, Inc. now holds 3.75% of the outstanding iShares Russell Mid-Cap Value ETF(IWS) stock.
The initial trade took place in 2023Q3. And since then Envestnet Portfolio Solutions, Inc. has made 5 purchases of IWS, at an average price of $112.10, for a total of 4.27 Mil shares. In addition, there have been 1 sales at an average price of $126.37 for 323,719.00 shares. Based on historical transaction data and IWS's current price of $133.84, Envestnet Portfolio Solutions, Inc.'s estimated gain on his IWS holdings is $90.38 Mil, reflecting a 18.89% gain to date.
Envestnet Portfolio Solutions, Inc. IWS ($133.84) Holding Chart
Envestnet Portfolio Solutions, Inc. IWS ($133.84) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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