ISHARES TR

Ticker: IWS CUSIP: 464287473 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 2,856,534 Value ($000) $402,914 Avg Close — Range —
Q3 2025
Shares 2,823,287 Value ($000) $394,329 Avg Close — Range —
Q2 2025
Shares 2,775,076 Value ($000) $366,699 Avg Close — Range —
Q1 2025
Shares 3,944,685 Value ($000) $496,912 Avg Close — Range —
Q4 2024
Shares 3,884,250 Value ($000) $502,389 Avg Close — Range —
Q3 2024
Shares 3,823,373 Value ($000) $505,641 Avg Close — Range —
Q2 2024
Shares 4,147,092 Value ($000) $500,720 Avg Close — Range —
Q1 2024
Shares 4,046,878 Value ($000) $507,195 Avg Close — Range —
Q4 2023
Shares 3,127,508 Value ($000) $363,698 Avg Close — Range —
Q3 2023
Shares 2,414,846 Value ($000) $251,965 Avg Close — Range —