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IVVIVV
12 quarters

Position history for Envestnet Portfolio Solutions, Inc.Envestnet Portfolio Solutions, Inc.'s holdings in ISHARES CORE S&P 500 ETF

Envestnet Portfolio Solutions, Inc. holds 2M shares of IVV (ISHARES CORE S&P 500 ETF), worth $1.5B as of 2026-Q2. The position was increased (+66.1% shares). IVV represents 7.2% of Envestnet Portfolio Solutions, Inc.'s portfolio.

Current Value

$1.5B

Current Shares

2M

Total Value Change

-$831.9M

Total Shares Change

-3.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2M
+66.1%
$1.5B7.2%$748.89
91
2026-Q1
Decreased
1.2M
-61.6%
$789.8M4.4%$651.46
0
2025-Q4
Increased
3.2M
+2.9%
$2.2B7.6%$681.29
64
2025-Q3
Increased
3.1M
+1.3%
$2.1B7.6%$663.39
63
2025-Q2
Decreased
3M
-24.3%
$1.9B6.9%$613.57
0
2025-Q1
Decreased
4M
-14.3%
$2.2B8.6%$553.53
0
2024-Q4
Increased
4.7M
+0.4%
$2.7B9.0%$578.12
62
2024-Q3
Decreased
4.6M
-3.3%
$2.7B8.7%$564.49
0
2024-Q2
Decreased
4.8M
-5.1%
$2.6B9.2%$536.31
0
2024-Q1
Decreased
5.1M
-13.2%
$2.7B10.0%$513.70
0
2023-Q4
Increased
5.8M
+7.2%
$2.8B11.6%$465.22
67
2023-Q3
New
5.4M
-
$2.3B11.0%$416.59
98

Other major holders of IVV: Steward Partners Investment Advisory, LLC, BlackRock, Inc.

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