Back to Envestnet Portfolio Solutions, Inc. Envestnet Portfolio Solutions, Inc.

SUSBSUSB
Showing 8 of 12 quarters

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

Envestnet Portfolio Solutions, Inc. holds 768,281 shares of SUSB (ISHARES TR), worth $19.2M as of 2026-Q2. The position was increased (+3392.5% shares). SUSB represents 0.1% of Envestnet Portfolio Solutions, Inc.'s portfolio.

Current Value

$19.2M

Current Shares

768,281

Total Value Change

+$6.3M

Total Shares Change

+256,065

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
768,281
+3392.5%
$19.2M0.1%$24.61
46
2026-Q1
Decreased
21,998
-47.4%
$551,3880.0%$24.60
0
2025-Q4
Decreased
41,832
-16.5%
$1.1M0.0%$24.59
0
2025-Q3
Decreased
50,114
-7.8%
$1.3M0.0%$24.29
0
2025-Q2
Decreased
54,350
-32.1%
$1.4M0.0%$23.89
0
2025-Q1
Decreased
80,047
-86.9%
$2M0.0%$23.47
0
2024-Q4
Increased
611,765
+19.4%
$15.1M0.0%$23.03
33
2024-Q3
Increased
512,216
+1188.7%
$12.9M0.0%$23.13
45

Other major holders of SUSB: ENVESTNET ASSET MANAGEMENT INC, GOLDMAN SACHS GROUP INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used