ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

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

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

Q4 2025
Shares 3,429 Value ($000) $1,327 Avg Close — Range —
Q3 2025
Shares 554 Value ($000) $210 Avg Close — Range —
Q2 2025
Shares 7,223 Value ($000) $2,535 Avg Close — Range —
Q1 2025
Shares 7,633 Value ($000) $2,425 Avg Close — Range —
Q4 2024
Shares 9,456 Value ($000) $3,161 Avg Close — Range —
Q3 2024
Shares 7,172 Value ($000) $2,343 Avg Close — Range —
Q2 2024
Shares 4,957 Value ($000) $1,530 Avg Close — Range —
Q1 2024
Shares 5,238 Value ($000) $1,572 Avg Close — Range —
Q4 2023
Shares 5,493 Value ($000) $1,504 Avg Close — Range —
Q3 2023
Shares 2,957 Value ($000) $725 Avg Close — Range —