ENVESTNET ASSET MANAGEMENT INC: IVW position timeline

ENVESTNET ASSET MANAGEMENT INC held 52,845,276 IVW shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.

the latest 13F is the newest step

1. period ended2026-06-30

   13F/A 52,845,276 shares

   Change vs previous 13F -132,136 shares

   1.63% of the 13F portfolio, value $7,267,807,621.

   13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
   Accepted 2026-09-23 20:38:24 UTC, ingested 2026-10-08 03:34:40 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 49,275,443 shares
   • Envestnet Portfolio Solutions, Inc.: 3,569,833 shares
2. period ended2026-03-31

   13F 52,977,412 shares

   Change vs previous 13F +5,633,597 shares

   1.53% of the 13F portfolio, value $5,992,275,115.

   13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 49,323,629 shares
   • Envestnet Portfolio Solutions, Inc.: 3,653,783 shares

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 47,343,815 shares

   Change vs previous 13F -1,764,263 shares

   1.6% of the 13F portfolio, value $5,835,598,588.

   13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 43,645,204 shares
   • Envestnet Portfolio Solutions, Inc.: 3,698,611 shares

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 49,108,078 shares

   Change vs previous 13F -15,189 shares

   1.58% of the 13F portfolio, value $5,928,326,510.

   13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 45,556,746 shares
   • Envestnet Portfolio Solutions, Inc.: 3,551,332 shares

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 49,123,267 shares

   Change vs previous 13F -3,431,015 shares

   1.46% of the 13F portfolio, value $5,408,471,750.

   13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 45,376,880 shares
   • Envestnet Portfolio Solutions, Inc.: 3,746,387 shares

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 52,554,282 shares

   Change vs previous 13F +968,854 shares

   1.45% of the 13F portfolio, value $4,878,614,045.

   13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 48,079,544 shares
   • Envestnet Portfolio Solutions, Inc.: 4,474,738 shares

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 51,585,428 shares

   Change vs previous 13F not available

   1.53% of the 13F portfolio, value $5,237,468,447.

   13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 45,729,472 shares
   • Envestnet Portfolio Solutions, Inc.: 5,855,956 shares

   Acceptance time not in the bulk data set (spec §4.2).