ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

Envestnet Portfolio Solutions, Inc.'s Holding History (CIK: 0001998033)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,698,611 Value ($000) $455,891 Avg Close — Range —
Q3 2025
Shares 3,551,332 Value ($000) $428,717 Avg Close — Range —
Q2 2025
Shares 3,746,387 Value ($000) $412,477 Avg Close — Range —
Q1 2025
Shares 4,474,738 Value ($000) $415,390 Avg Close — Range —
Q4 2024
Shares 5,855,956 Value ($000) $594,555 Avg Close — Range —
Q3 2024
Shares 5,992,230 Value ($000) $573,756 Avg Close — Range —
Q2 2024
Shares 6,371,552 Value ($000) $589,623 Avg Close — Range —
Q1 2024
Shares 3,967,008 Value ($000) $334,974 Avg Close — Range —
Q4 2023
Shares 2,018,530 Value ($000) $151,592 Avg Close — Range —
Q3 2023
Shares 1,950,296 Value ($000) $133,439 Avg Close — Range —