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IVV
Showing 8 of 11 quarters

Position history for Envestnet Portfolio Solutions, Inc.'s holdings in iShares Trust CORE S&P500 ETF

Envestnet Portfolio Solutions, Inc. holds 1.2M shares of IVV (iShares Trust CORE S&P500 ETF), worth $789.8M as of 2026-Q1. The position was decreased (-61.6% shares). IVV represents 4.4% of Envestnet Portfolio Solutions, Inc.'s portfolio.

Current Value

$789.8M

Current Shares

1.2M

Total Value Change

-$1.8B

Total Shares Change

-3.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
1.2M
-61.6%
$789.8M4.4%$683.37
0
2025-Q4
Increased
3.2M
+2.9%
$2.2B7.6%$689.92
64
2025-Q3
Increased
3.1M
+1.3%
$2.1B7.6%$664.41
63
2025-Q2
Decreased
3M
-24.3%
$1.9B6.9%$613.43
0
2025-Q1
Decreased
4M
-14.3%
$2.2B8.6%$552.75
0
2024-Q4
Increased
4.7M
+0.4%
$2.7B9.0%$583.48
62
2024-Q3
Decreased
4.6M
-3.3%
$2.7B8.7%$564.81
0
2024-Q2
Decreased
4.8M
-5.1%
$2.6B9.2%$536.31
0

Other major holders of IVV: BlackRock, Inc.

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