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iShares S&P 500 Index shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Envestnet Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1B 3.1M 669.30
2025-06-30 $1.9B 3.0M 620.90
2025-03-31 $2.2B 4.0M 561.89
2024-12-31 $2.7B 4.7M 588.68
2024-09-30 $2.7B 4.6M 576.82
2024-06-30 $2.6B 4.8M 547.23
2024-03-31 $2.7B 5.1M 525.73
2023-12-31 $2.8B 5.8M 477.63