Envestnet Portfolio Solutions, Inc. IVW Holdings History
Envestnet Portfolio Solutions, Inc.'s iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Envestnet Portfolio Solutions, Inc. held 4.47 Mil shares of iShares S&P 500 Growth ETF(IVW), totaling $415.39 Mil. This investment constitutes 1.59% of their stock portfolio, and Envestnet Portfolio Solutions, Inc. now holds 0.82% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2023Q3. And since then Envestnet Portfolio Solutions, Inc. has made 3 purchases of IVW, at an average price of $79.53, for a total of 6.37 Mil shares. In addition, there have been 3 sales at an average price of $99.04 for 1.90 Mil shares. Based on historical transaction data and IVW's current price of $110.03, Envestnet Portfolio Solutions, Inc.'s estimated gain on his IVW holdings is $173.51 Mil, reflecting a 34.24% gain to date.
Envestnet Portfolio Solutions, Inc. IVW ($110.03) Holding Chart
Envestnet Portfolio Solutions, Inc. IVW ($110.03) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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