Back to Envestnet Portfolio Solutions, Inc. Envestnet Portfolio Solutions, Inc.

IWXIWX
12 quarters

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

Yes. Envestnet Portfolio Solutions holds 4,907,301 shares of IWX, worth $516.1M, as of its Q2 2026 13F filing. It reduced the position by 1,388,302 shares (-22.1%) from Q1 2026. Envestnet Portfolio Solutions has held IWX in every 13F on record since Q3 2023, 12 quarterly filings. IWX is 2.5% of Envestnet Portfolio Solutions' reported 13F portfolio.

Current Value

$516.1M

Current Shares

4.9M

Total Value Change

+$75.9M

Total Shares Change

-1.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
4.9M
-22.1%
$516.1M2.5%$104.79
0
2026-Q1
Decreased
6.3M
-0.6%
$583.4M3.2%$92.01
0
2025-Q4
Increased
6.3M
+1.5%
$581.7M2.0%$90.85
55
2025-Q3
Decreased
6.2M
-5.0%
$548.3M2.0%$86.54
0
2025-Q2
Increased
6.6M
+4.7%
$553M2.0%$82.54
57
2025-Q1
Increased
6.3M
+1.7%
$515.4M2.0%$80.19
50
2024-Q4
Decreased
6.2M
-10.0%
$487.4M1.6%$76.85
0
2024-Q3
Decreased
6.9M
-3.3%
$557.1M1.8%$78.52
0
2024-Q2
Decreased
7.1M
-0.1%
$530.5M1.9%$71.98
0
2024-Q1
Increased
7.1M
+16.1%
$541.8M2.0%$73.09
62
2023-Q4
Decreased
6.1M
-9.2%
$429.2M1.8%$66.89
0
2023-Q3
First report
6.7M
-
$440.2M2.1%$61.92
0

Other major holders of IWX: TIAA TRUST, NATIONAL ASSOCIATION

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