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
Other major holders of IWS: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS
Decreased |
| 2.8M |
-2.6% |
| $405.5M |
| 2.2% |
| $151.87 |
0 |
| 2025-Q4 | Increased | 2.9M | +1.2% | $402.9M | 1.4% | $142.38 | 50 |
| 2025-Q3 | Increased | 2.8M | +1.7% | $394.3M | 1.5% | $138.71 | 50 |
| 2025-Q2 | Decreased | 2.8M | -29.6% | $366.7M | 1.3% | $130.39 | 0 |
| 2025-Q1 | Increased | 3.9M | +1.6% | $496.9M | 1.9% | $123.56 | 50 |
| 2024-Q4 | Increased | 3.9M | +1.6% | $502.4M | 1.6% | $127.07 | 50 |
| 2024-Q3 | Decreased | 3.8M | -7.8% | $505.6M | 1.6% | $129.34 | 0 |
| 2024-Q2 | Increased | 4.1M | +2.5% | $500.7M | 1.7% | $117.78 | 51 |