Position history for Envestnet Portfolio Solutions, Inc.'s holdings in ISHARES TR
Envestnet Portfolio Solutions, Inc. holds 6.3M shares of IWX (ISHARES TR), worth $583.4M as of 2026-Q1. The position was decreased (-0.6% shares). IWX represents 3.2% of Envestnet Portfolio Solutions, Inc.'s portfolio.
Current Value
$583.4M
Current Shares
6.3M
Total Value Change
+$52.9M
Total Shares Change
-795,084
Other major holders of IWX: TIAA TRUST, NATIONAL ASSOCIATION, Kestra Advisory Services, LLC
Decreased |
| 6.3M |
-0.6% |
| $583.4M |
| 3.2% |
| $96.16 |
0 |
| 2025-Q4 | Increased | 6.3M | +1.5% | $581.7M | 2.0% | $92.45 | 55 |
| 2025-Q3 | Decreased | 6.2M | -5.0% | $548.3M | 2.0% | $87.34 | 0 |
| 2025-Q2 | Increased | 6.6M | +4.7% | $553M | 2.0% | $83.19 | 57 |
| 2025-Q1 | Increased | 6.3M | +1.7% | $515.4M | 2.0% | $80.26 | 50 |
| 2024-Q4 | Decreased | 6.2M | -10.0% | $487.4M | 1.6% | $77.51 | 0 |
| 2024-Q3 | Decreased | 6.9M | -3.3% | $557.1M | 1.8% | $79.11 | 0 |
| 2024-Q2 | Decreased | 7.1M | -0.1% | $530.5M | 1.9% | $72.78 | 0 |