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ENVESTNET ASSET MANAGEMENT INC: IWY position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 4,034,198 IWY 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 4,034,198 shares
    Change vs previous 13F -1,180,703 shares

    0.26% of the 13F portfolio, value $1,172,418,483.

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

    • ENVESTNET ASSET MANAGEMENT INC: 399,156 shares
    • Envestnet Portfolio Solutions, Inc.: 3,635,042 shares
  2. period ended2026-03-31
    13F 5,214,901 shares
    Change vs previous 13F +56,330 shares

    0.33% of the 13F portfolio, value $1,297,675,952.

    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: 476,413 shares
    • Envestnet Portfolio Solutions, Inc.: 4,738,488 shares

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

  3. period ended2025-12-31
    13F 5,158,571 shares
    Change vs previous 13F -962,449 shares

    0.39% of the 13F portfolio, value $1,428,614,823.

    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: 403,944 shares
    • Envestnet Portfolio Solutions, Inc.: 4,754,627 shares

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

  4. period ended2025-09-30
    13F 6,121,020 shares
    Change vs previous 13F +692,569 shares

    0.45% of the 13F portfolio, value $1,675,017,306.

    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: 1,327,228 shares
    • Envestnet Portfolio Solutions, Inc.: 4,793,792 shares

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

  5. period ended2025-06-30
    13F 5,428,451 shares
    Change vs previous 13F -107,243 shares

    0.36% of the 13F portfolio, value $1,338,167,505.

    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: 400,610 shares
    • Envestnet Portfolio Solutions, Inc.: 5,027,841 shares

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

  6. period ended2025-03-31
    13F 5,535,694 shares
    Change vs previous 13F -2,623,915 shares

    0.35% of the 13F portfolio, value $1,167,699,273.

    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: 411,682 shares
    • Envestnet Portfolio Solutions, Inc.: 5,124,012 shares

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

  7. period ended2024-12-31
    13F 8,159,609 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,919,711,152.

    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: 2,794,522 shares
    • Envestnet Portfolio Solutions, Inc.: 5,365,087 shares

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