ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 507,503 Value ($000) $33,495 Avg Close Range
Q3 2025
Shares 488,339 Value ($000) $31,869 Avg Close Range
Q2 2025
Shares 518,912 Value ($000) $32,183 Avg Close Range
Q1 2025
Shares 628,288 Value ($000) $36,661 Avg Close Range
Q4 2024
Shares 617,916 Value ($000) $38,502 Avg Close Range
Q3 2024
Shares 518,169 Value ($000) $32,292 Avg Close Range
Q2 2024
Shares 562,075 Value ($000) $32,893 Avg Close Range
Q1 2024
Shares 623,074 Value ($000) $37,845 Avg Close Range
Q4 2023
Shares 105,811 Value ($000) $29,326 Avg Close Range
Q3 2023
Shares 313,591 Value ($000) $78,194 Avg Close Range