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Position history for Envestnet Portfolio Solutions, Inc.'s holdings in ISHARES TR

Envestnet Portfolio Solutions, Inc. holds 2.1M shares of IVE (ISHARES TR), worth $453.7M as of 2026-Q1. The position was decreased (-15.4% shares). IVE represents 2.5% of Envestnet Portfolio Solutions, Inc.'s portfolio.

Current Value

$453.7M

Current Shares

2.1M

Total Value Change

+$194.4M

Total Shares Change

+723,876

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
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
2024-Q2
Increased
1.4M
+3.4%
$259.3M0.9%$176.93
45

Other major holders of IVE: ENVESTNET ASSET MANAGEMENT INC, JPMORGAN CHASE & CO

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