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IWY
Showing 8 of 11 quarters

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

Envestnet Portfolio Solutions, Inc. holds 4.7M shares of IWY (ISHARES TR), worth $1.2B as of 2026-Q1. The position was decreased (-0.3% shares). IWY represents 6.5% of Envestnet Portfolio Solutions, Inc.'s portfolio.

Current Value

$1.2B

Current Shares

4.7M

Total Value Change

-$18.7M

Total Shares Change

-845,049

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
4.7M
-0.3%
$1.2B6.5%$261.70
0
2025-Q4
Decreased
4.8M
-0.8%
$1.3B4.6%$278.93
0
2025-Q3
Decreased
4.8M
-4.7%
$1.3B4.8%$271.67
0
2025-Q2
Decreased
5M
-1.9%
$1.2B4.6%$244.27
0
2025-Q1
Decreased
5.1M
-4.5%
$1.1B4.1%$209.87
0
2024-Q4
Increased
5.4M
+2.3%
$1.3B4.1%$236.18
60
2024-Q3
Decreased
5.2M
-6.1%
$1.2B3.7%$217.61
0
2024-Q2
Decreased
5.6M
-3.0%
$1.2B4.2%$213.14
0

Other major holders of IWY: TIAA TRUST, NATIONAL ASSOCIATION

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