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

ENVESTNET ASSET MANAGEMENT INC holds 41,711 shares of SMMV (ISHARES TR), worth $1.9M as of 2026-Q2. The position was decreased (-7.1% shares). SMMV represents 0.0% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$1.9M

Current Shares

41,711

Total Value Change

-$22.6M

Total Shares Change

-560,443

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
41,711
-7.1%
$1.9M0.0%$46.04
0
2026-Q1
Decreased
44,890
-1.0%
$2M0.0%$45.99
0
2025-Q4
Decreased
45,343
-8.2%
$2M0.0%$43.61
0
2025-Q3
Decreased
49,408
-89.3%
$2.1M0.0%$42.65
0
2025-Q2
Decreased
461,809
-4.3%
$19.4M0.0%$41.58
0
2025-Q1
Decreased
482,456
-15.6%
$20M0.0%$40.73
0
2024-Q4
Decreased
571,505
-5.1%
$23.7M0.0%$40.63
0
2024-Q3
Decreased
602,154
-12.8%
$24.6M0.0%$39.65
0

Other major holders of SMMV: Steward Partners Investment Advisory, LLC, MERCER GLOBAL ADVISORS INC /ADV, Merit Financial Group, LLC

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