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

Envestnet Portfolio Solutions, Inc. holds 3.7M shares of IVW (ISHARES TR), worth $413.3M as of 2026-Q1. The position was decreased (-1.2% shares). IVW represents 2.3% of Envestnet Portfolio Solutions, Inc.'s portfolio.

Current Value

$413.3M

Current Shares

3.7M

Total Value Change

-$176.3M

Total Shares Change

-2.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
3.7M
-1.2%
$413.3M2.3%$118.67
0
2025-Q4
Increased
3.7M
+4.2%
$455.9M1.6%$124.16
51
2025-Q3
Decreased
3.6M
-5.2%
$428.7M1.6%$120.03
0
2025-Q2
Decreased
3.7M
-16.3%
$412.5M1.5%$109.25
0
2025-Q1
Decreased
4.5M
-23.6%
$415.4M1.6%$92.24
0
2024-Q4
Decreased
5.9M
-2.3%
$594.6M1.9%$101.96
0
2024-Q3
Decreased
6M
-6.0%
$573.8M1.9%$94.72
0
2024-Q2
Increased
6.4M
+60.6%
$589.6M2.1%$91.87
78

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

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