ISHARES TR

Ticker: IWO CUSIP: 464287648 Class: RUS 2000 GRW ETF

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

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

Q4 2025
Shares 20,335 Value ($000) $6,568 Avg Close — Range —
Q3 2025
Shares 16,399 Value ($000) $5,248 Avg Close — Range —
Q2 2025
Shares 16,274 Value ($000) $4,652 Avg Close — Range —
Q1 2025
Shares 16,605 Value ($000) $4,243 Avg Close — Range —
Q4 2024
Shares 6,148 Value ($000) $1,770 Avg Close — Range —
Q3 2024
Shares 1,834 Value ($000) $521 Avg Close — Range —
Q2 2024
Shares 2,076 Value ($000) $545 Avg Close — Range —
Q1 2024
Shares 2,133 Value ($000) $578 Avg Close — Range —
Q4 2023
Shares 1,669 Value ($000) $421 Avg Close — Range —
Q3 2023
Shares 1,311 Value ($000) $294 Avg Close — Range —