ISHARES TR

Ticker: IJK CUSIP: 464287606 Class: S&P MC 400GR ETF

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

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

Q4 2025
Shares 44,400 Value ($000) $4,301 Avg Close — Range —
Q3 2025
Shares 43,442 Value ($000) $4,166 Avg Close — Range —
Q2 2025
Shares 42,952 Value ($000) $3,908 Avg Close — Range —
Q1 2025
Shares 55,416 Value ($000) $4,615 Avg Close — Range —
Q4 2024
Shares 50,649 Value ($000) $4,606 Avg Close — Range —
Q3 2024
Shares 54,001 Value ($000) $4,964 Avg Close — Range —
Q2 2024
Shares 55,136 Value ($000) $4,858 Avg Close — Range —
Q1 2024
Shares 54,654 Value ($000) $4,987 Avg Close — Range —
Q4 2023
Shares 86,084 Value ($000) $6,820 Avg Close — Range —
Q3 2023
Shares 68,367 Value ($000) $4,939 Avg Close — Range —