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
Other major holders of IVW: BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC
Decreased |
| 3.7M |
-1.2% |
| $413.3M |
| 2.3% |
| $118.67 |
0 |
| 2025-Q4 | Increased | 3.7M | +4.2% | $455.9M | 1.6% | $124.16 | 51 |
| 2025-Q3 | Decreased | 3.6M | -5.2% | $428.7M | 1.6% | $120.03 | 0 |
| 2025-Q2 | Decreased | 3.7M | -16.3% | $412.5M | 1.5% | $109.25 | 0 |
| 2025-Q1 | Decreased | 4.5M | -23.6% | $415.4M | 1.6% | $92.24 | 0 |
| 2024-Q4 | Decreased | 5.9M | -2.3% | $594.6M | 1.9% | $101.96 | 0 |
| 2024-Q3 | Decreased | 6M | -6.0% | $573.8M | 1.9% | $94.72 | 0 |
| 2024-Q2 | Increased | 6.4M | +60.6% | $589.6M | 2.1% | $91.87 | 78 |