Question 1

Does Envestnet own IUSV stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Envestnet holds 7,575,951 shares of IUSV, worth $834.5M.

Question 2

How many shares of IUSV does Envestnet own?

Accepted Answer

As of its Q2 2026 13F, Envestnet holds 7,575,951 shares of IUSV.

Question 3

What is Envestnet's IUSV position worth?

Accepted Answer

As of its Q2 2026 13F, Envestnet's IUSV position is worth $834.5M.

Question 4

Is Envestnet buying or selling IUSV?

Accepted Answer

In Q2 2026, Envestnet increased its IUSV position by 410,930 shares (+5.7%).

Question 5

When did Envestnet first buy IUSV?

Accepted Answer

Envestnet already held IUSV in its Q4 2018 13F, the earliest on record, and has listed it in 31 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	7.6M	+5.7%	$834.5M	0.2%	$109.67	40
2026-Q1	Increased	7.2M	+20.7%	$732.6M	0.2%	$101.84	45
2025-Q4	Increased	5.9M	+2.2%	$608.8M	0.2%	$101.73	38
2025-Q3	Increased	5.8M	+10.6%	$580.6M	0.2%	$98.64	42
2025-Q2	Increased	5.3M	+14.2%	$497M	0.1%	$92.94	43
2025-Q1	Increased	4.6M	+4.3%	$424.5M	0.1%	$90.22	39
2024-Q4	Increased	4.4M	+4.9%	$408.4M	0.1%	$90.15	39
2024-Q3	Increased	4.2M	+1.7%	$401.7M	0.1%	$92.45	38

IUSVShowing 8 of 31 quarters

IUSV
Showing 8 of 31 quarters