ISHARES TR

Ticker: IWP CUSIP: 464287481 Class: RUS MD CP GR ETF

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

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

Q4 2025
Shares 1,881,084 Value ($000) $257,596 Avg Close — Range —
Q3 2025
Shares 1,821,506 Value ($000) $259,401 Avg Close — Range —
Q2 2025
Shares 1,604,455 Value ($000) $222,506 Avg Close — Range —
Q1 2025
Shares 1,833,962 Value ($000) $215,472 Avg Close — Range —
Q4 2024
Shares 1,881,474 Value ($000) $238,477 Avg Close — Range —
Q3 2024
Shares 1,491,502 Value ($000) $174,938 Avg Close — Range —
Q2 2024
Shares 1,543,573 Value ($000) $170,333 Avg Close — Range —
Q1 2024
Shares 1,510,631 Value ($000) $172,423 Avg Close — Range —
Q4 2023
Shares 1,254,941 Value ($000) $131,091 Avg Close — Range —
Q3 2023
Shares 1,169,467 Value ($000) $106,831 Avg Close — Range —