Position history for Envestnet Portfolio Solutions, Inc.'s holdings in ISHARES TR
Envestnet Portfolio Solutions, Inc. holds 706,374 shares of MTUM (ISHARES TR), worth $169.5M as of 2026-Q1. The position was decreased (-2.0% shares). MTUM represents 0.9% of Envestnet Portfolio Solutions, Inc.'s portfolio.
Current Value
$169.5M
Current Shares
706,374
Total Value Change
+$165.1M
Total Shares Change
+683,911
Other major holders of MTUM: Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC, ENVESTNET ASSET MANAGEMENT INC
Decreased |
| 706,374 |
-2.0% |
| $169.5M |
| 0.9% |
| $247.01 |
0 |
| 2025-Q4 | Increased | 721,042 | +55.3% | $180.5M | 0.6% | $252.79 | 61 |
| 2025-Q3 | Decreased | 464,403 | -2.2% | $119.1M | 0.4% | $254.95 | 0 |
| 2025-Q2 | Decreased | 474,901 | -6.2% | $114.1M | 0.4% | $236.51 | 0 |
| 2025-Q1 | Decreased | 506,044 | -26.6% | $102.3M | 0.4% | $199.43 | 0 |
| 2024-Q4 | Increased | 689,435 | +5196.8% | $142.7M | 0.5% | $205.88 | 58 |
| 2024-Q3 | Decreased | 13,016 | -42.1% | $2.6M | 0.0% | $199.30 | 0 |
| 2024-Q2 | Decreased | 22,463 | -44.2% | $4.4M | 0.0% | $191.90 | 0 |