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ISMDISMD
Showing 8 of 31 quarters

Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in NORTHERN LTS FD TR IV

Yes. Envestnet holds 9,940 shares of ISMD, worth $496,988, as of its Q2 2026 13F filing. It increased the position by 2,622 shares (+35.8%) from Q1 2026. Envestnet has held ISMD since Q4 2022, across 15 quarterly 13F filings.

Current Value

$496,988

Current Shares

9,940

Total Value Change

+$110,006

Total Shares Change

-271

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
9,940
+35.8%
$496,9880.0%$50.00
31
2026-Q1
Decreased
7,318
-5.2%
$292,4930.0%$39.79
0
2025-Q4
Decreased
7,723
-36.5%
$297,9410.0%$38.30
0
2025-Q3
Decreased
12,160
-7.7%
$472,5240.0%$38.48
0
2025-Q2
Decreased
13,170
-9.5%
$467,9270.0%$35.08
0
2025-Q1
Increased
14,549
+4.2%
$496,4230.0%$33.57
25
2024-Q4
Increased
13,967
+36.8%
$524,0540.0%$36.78
32
2024-Q3
Decreased
10,211
-6.7%
$386,9820.0%$37.08
0

Other major holders of ISMD: LPL Financial LLC, OSAIC HOLDINGS, INC.

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