ISHARES TR

Ticker: IWY CUSIP: 464289438 Class: RUS TP200 GR ETF

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

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

Q4 2025
Shares 4,754,627 Value ($000) $1,316,747 Avg Close — Range —
Q3 2025
Shares 4,793,792 Value ($000) $1,311,821 Avg Close — Range —
Q2 2025
Shares 5,027,841 Value ($000) $1,239,413 Avg Close — Range —
Q1 2025
Shares 5,124,012 Value ($000) $1,080,859 Avg Close — Range —
Q4 2024
Shares 5,365,087 Value ($000) $1,262,244 Avg Close — Range —
Q3 2024
Shares 5,243,988 Value ($000) $1,153,939 Avg Close — Range —
Q2 2024
Shares 5,583,537 Value ($000) $1,197,780 Avg Close — Range —
Q1 2024
Shares 5,759,140 Value ($000) $1,123,608 Avg Close — Range —
Q4 2023
Shares 5,027,946 Value ($000) $880,997 Avg Close — Range —
Q3 2023
Shares 4,671,536 Value ($000) $718,622 Avg Close — Range —