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ENVESTNET ASSET MANAGEMENT INC: IWM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ENVESTNET ASSET MANAGEMENT INC on IWM, newest first. How the timeline and the estimate are built.

ENVESTNET ASSET MANAGEMENT INC held 1,694,849 IWM 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 1,694,849 shares
    Change vs previous 13F -130,012 shares

    0.11% of the 13F portfolio, value $509,217,262.

    13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
    Accepted , ingested

    • ENVESTNET ASSET MANAGEMENT INC: 1,655,359 shares
    • Envestnet Portfolio Solutions, Inc.: 39,490 shares
  2. period ended2026-03-31
    13F 1,824,861 shares
    Change vs previous 13F -301,478 shares

    0.12% of the 13F portfolio, value $452,488,730.

    13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 1,783,449 shares
    • Envestnet Portfolio Solutions, Inc.: 41,412 shares

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

  3. period ended2025-12-31
    13F 2,126,339 shares
    Change vs previous 13F +62,127 shares

    0.14% of the 13F portfolio, value $523,419,574.

    13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 2,029,846 shares
    • Envestnet Portfolio Solutions, Inc.: 96,493 shares

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

  4. period ended2025-09-30
    13F 2,064,212 shares
    Change vs previous 13F +442,576 shares

    0.13% of the 13F portfolio, value $499,456,946.

    13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 1,967,246 shares
    • Envestnet Portfolio Solutions, Inc.: 96,966 shares

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

  5. period ended2025-06-30
    13F 1,621,636 shares
    Change vs previous 13F -976,096 shares

    0.09% of the 13F portfolio, value $349,932,691.

    13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 1,567,229 shares
    • Envestnet Portfolio Solutions, Inc.: 54,407 shares

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

  6. period ended2025-03-31
    13F 2,597,732 shares
    Change vs previous 13F -120,280 shares

    0.15% of the 13F portfolio, value $518,221,512.

    13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 1,560,491 shares
    • Envestnet Portfolio Solutions, Inc.: 1,037,241 shares

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

  7. period ended2024-12-31
    13F 2,718,012 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $600,571,858.

    13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 1,709,463 shares
    • Envestnet Portfolio Solutions, Inc.: 1,008,549 shares

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