ISHARES TR

Ticker: IJT CUSIP: 464287887 Class: S&P SML 600 GWT

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

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

Q4 2025
Shares 16,080 Value ($000) $2,270 Avg Close — Range —
Q3 2025
Shares 15,911 Value ($000) $2,251 Avg Close — Range —
Q2 2025
Shares 15,857 Value ($000) $2,110 Avg Close — Range —
Q1 2025
Shares 18,725 Value ($000) $2,331 Avg Close — Range —
Q4 2024
Shares 19,669 Value ($000) $2,663 Avg Close — Range —
Q3 2024
Shares 21,217 Value ($000) $2,960 Avg Close — Range —
Q2 2024
Shares 23,226 Value ($000) $2,983 Avg Close — Range —
Q1 2024
Shares 22,587 Value ($000) $2,953 Avg Close — Range —
Q4 2023
Shares 22,509 Value ($000) $2,817 Avg Close — Range —
Q3 2023
Shares 29,532 Value ($000) $3,239 Avg Close — Range —