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

Envestnet Portfolio Solutions, Inc. holds 2.5M shares of IWS (ISHARES TR), worth $415.2M as of 2026-Q2. The position was decreased (-9.3% shares). IWS represents 2.0% of Envestnet Portfolio Solutions, Inc.'s portfolio.

Current Value

$415.2M

Current Shares

2.5M

Total Value Change

-$90.5M

Total Shares Change

-1.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
2.5M
-9.3%
$415.2M2.0%$164.01
0
2026-Q1
Decreased
2.8M
-2.6%
$405.5M2.2%$144.77
0
2025-Q4
Increased
2.9M
+1.2%
$402.9M1.4%$139.68
50
2025-Q3
Increased
2.8M
+1.7%
$394.3M1.5%$137.68
50
2025-Q2
Decreased
2.8M
-29.6%
$366.7M1.3%$129.73
0
2025-Q1
Increased
3.9M
+1.6%
$496.9M1.9%$123.20
50
2024-Q4
Increased
3.9M
+1.6%
$502.4M1.6%$126.05
50
2024-Q3
Decreased
3.8M
-7.8%
$505.6M1.6%$128.33
0

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

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