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ENVESTNET ASSET MANAGEMENT INC: IWX position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 6,723,147 IWX 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 6,723,147 shares
    Change vs previous 13F -2,246,239 shares

    0.16% of the 13F portfolio, value $707,006,171.

    13F-HR/A 0001214659-26-011902 filed by Envestnet Portfolio Solutions, Inc.
    Accepted , ingested

    • ENVESTNET ASSET MANAGEMENT INC: 1,815,846 shares
    • Envestnet Portfolio Solutions, Inc.: 4,907,301 shares
  2. period ended2026-03-31
    13F 8,969,386 shares
    Change vs previous 13F -446,729 shares

    0.21% of the 13F portfolio, value $831,192,980.

    13F-HR 0001214659-26-005209 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 2,673,783 shares
    • Envestnet Portfolio Solutions, Inc.: 6,295,603 shares

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

  3. period ended2025-12-31
    13F 9,416,115 shares
    Change vs previous 13F +3,096,817 shares

    0.24% of the 13F portfolio, value $864,964,312.

    13F-HR 0001214659-26-001251 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 3,083,814 shares
    • Envestnet Portfolio Solutions, Inc.: 6,332,301 shares

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

  4. period ended2025-09-30
    13F 6,319,298 shares
    Change vs previous 13F -328,441 shares

    0.15% of the 13F portfolio, value $555,339,923.

    13F-HR 0001214659-25-015609 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 80,661 shares
    • Envestnet Portfolio Solutions, Inc.: 6,238,637 shares

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

  5. period ended2025-06-30
    13F 6,647,739 shares
    Change vs previous 13F -3,708,796 shares

    0.15% of the 13F portfolio, value $559,673,142.

    13F-HR 0001214659-25-010928 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 79,489 shares
    • Envestnet Portfolio Solutions, Inc.: 6,568,250 shares

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

  6. period ended2025-03-31
    13F 10,356,535 shares
    Change vs previous 13F +4,143,248 shares

    0.25% of the 13F portfolio, value $851,100,056.

    13F-HR 0001214659-25-006146 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 4,085,345 shares
    • Envestnet Portfolio Solutions, Inc.: 6,271,190 shares

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

  7. period ended2024-12-31
    13F 6,213,287 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $491,036,120.

    13F-HR 0001214659-25-002329 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 45,425 shares
    • Envestnet Portfolio Solutions, Inc.: 6,167,862 shares

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