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Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in ISHARES TR

ENVESTNET ASSET MANAGEMENT INC holds 193,616 shares of IBDX (ISHARES TR), worth $4.9M as of 2026-Q2. The position was increased (+6.1% shares). IBDX represents 0.0% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$4.9M

Current Shares

193,616

Total Value Change

+$2.3M

Total Shares Change

+93,554

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
193,616
+6.1%
$4.9M0.0%$25.09
29
2026-Q1
Increased
182,445
+81.5%
$4.6M0.0%$24.87
41
2025-Q4
Decreased
100,542
-45.9%
$2.6M0.0%$24.93
0
2025-Q3
Decreased
185,994
-17.3%
$4.8M0.0%$24.63
0
2025-Q2
Increased
224,932
+16.5%
$5.7M0.0%$24.01
31
2025-Q1
Increased
193,085
+51.5%
$4.8M0.0%$23.44
37
2024-Q4
Increased
127,435
+27.4%
$3.1M0.0%$22.86
33
2024-Q3
Increased
100,062
+21.9%
$2.6M0.0%$23.52
31

Other major holders of IBDX: Aptus Capital Advisors, LLC

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