ISHARES TR

Ticker: IWX CUSIP: 464289420 Class: RUS TP200 VL ETF

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

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

Q4 2025
Shares 6,332,301 Value ($000) $581,685 Avg Close — Range —
Q3 2025
Shares 6,238,637 Value ($000) $548,251 Avg Close — Range —
Q2 2025
Shares 6,568,250 Value ($000) $552,981 Avg Close — Range —
Q1 2025
Shares 6,271,190 Value ($000) $515,366 Avg Close — Range —
Q4 2024
Shares 6,167,862 Value ($000) $487,446 Avg Close — Range —
Q3 2024
Shares 6,854,915 Value ($000) $557,099 Avg Close — Range —
Q2 2024
Shares 7,090,687 Value ($000) $530,525 Avg Close — Range —
Q1 2024
Shares 7,098,465 Value ($000) $541,755 Avg Close — Range —
Q4 2023
Shares 6,116,124 Value ($000) $429,168 Avg Close — Range —
Q3 2023
Shares 6,733,979 Value ($000) $440,200 Avg Close — Range —