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 $581.7M as of 2025-Q4. The position was increased (++1.5% shares). IWX represents 2.0% of Envestnet Portfolio Solutions, Inc.'s portfolio.
Current Value
$581.7M
Current Shares
6.3M
Total Value Change
+$51.2M
Total Shares Change
-758,386
Other major holders of IWX: TIAA TRUST, NATIONAL ASSOCIATION, Kestra Advisory Services, LLC
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 |