Envestnet Portfolio Solutions, Inc. IWY Holdings History
Envestnet Portfolio Solutions, Inc.'s iShares Russell Top 200 Growth ETF Holding Summary
As of 2025-03-31, Envestnet Portfolio Solutions, Inc. held 5.12 Mil shares of iShares Russell Top 200 Growth ETF(IWY), totaling $1.08 Bil. This investment constitutes 4.14% of their stock portfolio, and Envestnet Portfolio Solutions, Inc. now holds 9.18% of the outstanding iShares Russell Top 200 Growth ETF(IWY) stock.
The initial trade took place in 2023Q3. And since then Envestnet Portfolio Solutions, Inc. has made 3 purchases of IWY, at an average price of $164.64, for a total of 5.88 Mil shares. In addition, there have been 3 sales at an average price of $215.16 for 756,227.00 shares. Based on historical transaction data and IWY's current price of $253.28, Envestnet Portfolio Solutions, Inc.'s estimated gain on his IWY holdings is $492.40 Mil, reflecting a 50.86% gain to date.
Envestnet Portfolio Solutions, Inc. IWY ($253.28) Holding Chart
Envestnet Portfolio Solutions, Inc. IWY ($253.28) 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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