ISHARES TR

Ticker: IUSV CUSIP: 464287663 Class: ETF

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

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

Q4 2025
Shares 2,828 Value ($000) $290 Avg Close — Range —
Q3 2025
Shares 3,072 Value ($000) $307 Avg Close — Range —
Q2 2025
Shares 3,382 Value ($000) $320 Avg Close — Range —
Q1 2025
Shares 15,974 Value ($000) $1,474 Avg Close — Range —
Q4 2024
Shares 5,050 Value ($000) $468 Avg Close — Range —
Q3 2024
Shares 8,610 Value ($000) $822 Avg Close — Range —
Q2 2024
Shares 33,911 Value ($000) $2,989 Avg Close — Range —
Q1 2024
Shares 56,006 Value ($000) $5,065 Avg Close — Range —
Q4 2023
Shares 10,240 Value ($000) $864 Avg Close — Range —
Q3 2023
Shares 8,885 Value ($000) $663 Avg Close — Range —