ISHARES TR

Ticker: IYW CUSIP: 464287721 Class: U.S. TECH ETF

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

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

Q4 2025
Shares 82,831 Value ($000) $16,540 Avg Close — Range —
Q3 2025
Shares 73,555 Value ($000) $14,407 Avg Close — Range —
Q2 2025
Shares 773,764 Value ($000) $134,070 Avg Close — Range —
Q1 2025
Shares 928,411 Value ($000) $130,386 Avg Close — Range —
Q4 2024
Shares 1,254,978 Value ($000) $200,194 Avg Close — Range —
Q3 2024
Shares 1,274,111 Value ($000) $193,181 Avg Close — Range —
Q2 2024
Shares 1,390,175 Value ($000) $209,221 Avg Close — Range —
Q1 2024
Shares 1,360,028 Value ($000) $183,685 Avg Close — Range —
Q4 2023
Shares 1,257,759 Value ($000) $154,390 Avg Close — Range —
Q3 2023
Shares 864,680 Value ($000) $90,722 Avg Close — Range —