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IWS
Showing 8 of 11 quarters

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

Envestnet Portfolio Solutions, Inc. holds 2.8M shares of IWS (ISHARES TR), worth $405.5M as of 2026-Q1. The position was decreased (-2.6% shares). IWS represents 2.2% of Envestnet Portfolio Solutions, Inc.'s portfolio.

Current Value

$405.5M

Current Shares

2.8M

Total Value Change

-$95.2M

Total Shares Change

-1.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
2.8M
-2.6%
$405.5M2.2%$151.87
0
2025-Q4
Increased
2.9M
+1.2%
$402.9M1.4%$142.38
50
2025-Q3
Increased
2.8M
+1.7%
$394.3M1.5%$138.71
50
2025-Q2
Decreased
2.8M
-29.6%
$366.7M1.3%$130.39
0
2025-Q1
Increased
3.9M
+1.6%
$496.9M1.9%$123.56
50
2024-Q4
Increased
3.9M
+1.6%
$502.4M1.6%$127.07
50
2024-Q3
Decreased
3.8M
-7.8%
$505.6M1.6%$129.34
0
2024-Q2
Increased
4.1M
+2.5%
$500.7M1.7%$117.78
51

Other major holders of IWS: TIAA TRUST, NATIONAL ASSOCIATION, JONES FINANCIAL COMPANIES LLLP

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