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IVEIVE
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Position history for Envestnet Portfolio Solutions, Inc.Envestnet Portfolio Solutions, Inc.'s holdings in ISHARES S&P 500/BARRA VALUE

Envestnet Portfolio Solutions, Inc. holds 1.7M shares of IVE (ISHARES S&P 500/BARRA VALUE), worth $392.5M as of 2026-Q2. The position was decreased (-19.6% shares). IVE represents 1.9% of Envestnet Portfolio Solutions, Inc.'s portfolio.

Current Value

$392.5M

Current Shares

1.7M

Total Value Change

+$101M

Total Shares Change

+250,113

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.7M
-19.6%
$392.5M1.9%$227.06
0
2026-Q1
Decreased
2.1M
-15.4%
$453.7M2.5%$219.98
0
2025-Q4
Increased
2.5M
+47.4%
$538.7M1.9%$213.56
68
2025-Q3
Increased
1.7M
+0.5%
$355.9M1.3%$204.84
49
2025-Q2
Increased
1.7M
+1.6%
$335.3M1.2%$192.62
50
2025-Q1
Increased
1.7M
+10.5%
$321.9M1.2%$186.32
54
2024-Q4
Increased
1.5M
+3.4%
$291.7M1.0%$187.40
45
2024-Q3
Increased
1.5M
+3.8%
$291.5M0.9%$192.13
45

Other major holders of IVE: BNP PARIBAS FINANCIAL MARKETS, JPMORGAN CHASE & CO, ENVESTNET ASSET MANAGEMENT INC

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