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
Other major holders of IWY: Kestra Advisory Services, LLC, TIAA TRUST, NATIONAL ASSOCIATION
Decreased |
| 4.7M |
-0.3% |
| $1.2B |
| 6.5% |
| $261.70 |
0 |
| 2025-Q4 | Decreased | 4.8M | -0.8% | $1.3B | 4.6% | $278.93 | 0 |
| 2025-Q3 | Decreased | 4.8M | -4.7% | $1.3B | 4.8% | $271.67 | 0 |
| 2025-Q2 | Decreased | 5M | -1.9% | $1.2B | 4.6% | $244.27 | 0 |
| 2025-Q1 | Decreased | 5.1M | -4.5% | $1.1B | 4.1% | $209.87 | 0 |
| 2024-Q4 | Increased | 5.4M | +2.3% | $1.3B | 4.1% | $236.18 | 60 |
| 2024-Q3 | Decreased | 5.2M | -6.1% | $1.2B | 3.7% | $217.61 | 0 |
| 2024-Q2 | Decreased | 5.6M | -3.0% | $1.2B | 4.2% | $213.14 | 0 |