Back to Envestnet Portfolio Solutions, Inc.

IWX
Showing 8 of 11 quarters

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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
6.3M
-0.6%
$583.4M3.2%$96.16
0
2025-Q4
Increased
6.3M
+1.5%
$581.7M2.0%$92.45
55
2025-Q3
Decreased
6.2M
-5.0%
$548.3M2.0%$87.34
0
2025-Q2
Increased
6.6M
+4.7%
$553M2.0%$83.19
57
2025-Q1
Increased
6.3M
+1.7%
$515.4M2.0%$80.26
50
2024-Q4
Decreased
6.2M
-10.0%
$487.4M1.6%$77.51
0
2024-Q3
Decreased
6.9M
-3.3%
$557.1M1.8%$79.11
0
2024-Q2
Decreased
7.1M
-0.1%
$530.5M1.9%$72.78
0

Other major holders of IWX: TIAA TRUST, NATIONAL ASSOCIATION

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used