ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 96,493 Value ($000) $23,753 Avg Close — Range —
Q3 2025
Shares 96,966 Value ($000) $23,462 Avg Close — Range —
Q2 2025
Shares 54,407 Value ($000) $11,740 Avg Close — Range —
Q1 2025
Shares 1,037,241 Value ($000) $206,919 Avg Close — Range —
Q4 2024
Shares 1,008,549 Value ($000) $222,849 Avg Close — Range —
Q3 2024
Shares 987,188 Value ($000) $218,060 Avg Close — Range —
Q2 2024
Shares 987,983 Value ($000) $200,452 Avg Close — Range —
Q1 2024
Shares 1,028,009 Value ($000) $216,190 Avg Close — Range —
Q4 2023
Shares 1,014,570 Value ($000) $203,634 Avg Close — Range —
Q3 2023
Shares 1,013,200 Value ($000) $179,073 Avg Close — Range —