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IVWIVW
12 quarters

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

Envestnet Portfolio Solutions, Inc. holds 3.6M shares of IVW (ISHARES TR), worth $491M as of 2026-Q2. The position was decreased (-2.3% shares). IVW represents 2.3% of Envestnet Portfolio Solutions, Inc.'s portfolio.

Current Value

$491M

Current Shares

3.6M

Total Value Change

+$357.5M

Total Shares Change

+1.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
3.6M
-2.3%
$491M2.3%$137.40
0
2026-Q1
Decreased
3.7M
-1.2%
$413.3M2.3%$113.00
0
2025-Q4
Increased
3.7M
+4.2%
$455.9M1.6%$123.04
51
2025-Q3
Decreased
3.6M
-5.2%
$428.7M1.6%$120.38
0
2025-Q2
Decreased
3.7M
-16.3%
$412.5M1.5%$109.66
0
2025-Q1
Decreased
4.5M
-23.6%
$415.4M1.6%$92.36
0
2024-Q4
Decreased
5.9M
-2.3%
$594.6M1.9%$100.90
0
2024-Q3
Decreased
6M
-6.0%
$573.8M1.9%$95.03
0
2024-Q2
Increased
6.4M
+60.6%
$589.6M2.1%$91.87
78
2024-Q1
Increased
4M
+96.5%
$335M1.3%$83.76
78
2023-Q4
Increased
2M
+3.5%
$151.6M0.6%$74.22
44
2023-Q3
First report
2M
-
$133.4M0.6%$67.43
0

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

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