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

ENVESTNET ASSET MANAGEMENT INC holds 60,343 shares of SIZE (ISHARES TR), worth $10.8M as of 2026-Q2. The position was decreased (-2.2% shares). SIZE represents 0.0% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$10.8M

Current Shares

60,343

Total Value Change

-$16.4M

Total Shares Change

-122,324

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
60,343
-2.2%
$10.8M0.0%$178.28
0
2026-Q1
Decreased
61,715
-14.4%
$9.8M0.0%$167.07
0
2025-Q4
Decreased
72,117
-0.4%
$11.7M0.0%$163.80
0
2025-Q3
Decreased
72,417
-14.6%
$11.6M0.0%$159.28
0
2025-Q2
Decreased
84,795
-53.0%
$13.1M0.0%$152.29
0
2025-Q1
Decreased
180,474
-1.7%
$26.2M0.0%$142.79
0
2024-Q4
Increased
183,524
+0.5%
$27.3M0.0%$145.92
29
2024-Q3
Increased
182,667
+0.3%
$27.2M0.0%$145.60
29

Other major holders of SIZE: BANK OF AMERICA CORP /DE/, LPL Financial LLC

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