Envestnet Portfolio Solutions, Inc. IWX Holdings History
Envestnet Portfolio Solutions, Inc.'s iShares Russell Top 200 Value ETF Holding Summary
As of 2025-03-31, Envestnet Portfolio Solutions, Inc. held 6.27 Mil shares of iShares Russell Top 200 Value ETF(IWX), totaling $515.37 Mil. This investment constitutes 1.97% of their stock portfolio, and Envestnet Portfolio Solutions, Inc. now holds 20.23% of the outstanding iShares Russell Top 200 Value ETF(IWX) stock.
The initial trade took place in 2023Q3. And since then Envestnet Portfolio Solutions, Inc. has made 2 purchases of IWX, at an average price of $68.61, for a total of 7.82 Mil shares. In addition, there have been 4 sales at an average price of $75.12 for 1.55 Mil shares. Based on historical transaction data and IWX's current price of $85.43, Envestnet Portfolio Solutions, Inc.'s estimated gain on his IWX holdings is $115.56 Mil, reflecting a 21.54% gain to date.
Envestnet Portfolio Solutions, Inc. IWX ($85.43) Holding Chart
Envestnet Portfolio Solutions, Inc. IWX ($85.43) 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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