ISHARES TR

Ticker: SCZ CUSIP: 464288273 Class: ETF

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

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

Q4 2025
Shares 203,142 Value ($000) $15,750 Avg Close — Range —
Q3 2025
Shares 201,145 Value ($000) $15,432 Avg Close — Range —
Q2 2025
Shares 170,471 Value ($000) $12,390 Avg Close — Range —
Q1 2025
Shares 276,287 Value ($000) $17,552 Avg Close — Range —
Q4 2024
Shares 286,953 Value ($000) $17,432 Avg Close — Range —
Q3 2024
Shares 313,102 Value ($000) $21,197 Avg Close — Range —
Q2 2024
Shares 306,613 Value ($000) $18,900 Avg Close — Range —
Q1 2024
Shares 301,750 Value ($000) $19,110 Avg Close — Range —
Q4 2023
Shares 245,435 Value ($000) $15,192 Avg Close — Range —
Q3 2023
Shares 264,188 Value ($000) $14,919 Avg Close — Range —