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QUAL
Showing 8 of 11 quarters

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

Envestnet Portfolio Solutions, Inc. holds 1M shares of QUAL (ISHARES TR), worth $194.7M as of 2026-Q1. The position was decreased (-7.2% shares). QUAL represents 1.1% of Envestnet Portfolio Solutions, Inc.'s portfolio.

Current Value

$194.7M

Current Shares

1M

Total Value Change

-$335.8M

Total Shares Change

-2.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
1M
-7.2%
$194.7M1.1%$202.29
0
2025-Q4
Decreased
1.1M
-42.6%
$217.2M0.8%$200.10
0
2025-Q3
Decreased
1.9M
-20.5%
$370.6M1.4%$192.77
0
2025-Q2
Decreased
2.4M
-6.2%
$438.4M1.6%$180.59
0
2025-Q1
Decreased
2.6M
-20.6%
$436.9M1.7%$168.31
0
2024-Q4
Increased
3.2M
+0.4%
$573.2M1.9%$176.81
50
2024-Q3
Increased
3.2M
+3.3%
$575.1M1.9%$176.39
51
2024-Q2
Increased
3.1M
+5.9%
$530.5M1.9%$168.05
52

Other major holders of QUAL: ENVESTNET ASSET MANAGEMENT INC

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