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ENVESTNET ASSET MANAGEMENT INC: IYH position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 116,724 IYH 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 116,724 shares
    Change vs previous 13F -15,146 shares

    <0.01% of the 13F portfolio, value $7,821,692.

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

  2. period ended2026-03-31
    13F 131,870 shares
    Change vs previous 13F +13,083 shares

    <0.01% of the 13F portfolio, value $8,128,452.

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

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

  3. period ended2025-12-31
    13F 118,787 shares
    Change vs previous 13F +19,779 shares

    <0.01% of the 13F portfolio, value $7,733,042.

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

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

  4. period ended2025-09-30
    13F 99,008 shares
    Change vs previous 13F -7,205 shares

    <0.01% of the 13F portfolio, value $5,813,753.

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

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

  5. period ended2025-06-30
    13F 106,213 shares
    Change vs previous 13F -4,522 shares

    <0.01% of the 13F portfolio, value $5,998,920.

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

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

  6. period ended2025-03-31
    13F 110,735 shares
    Change vs previous 13F -13,190 shares

    <0.01% of the 13F portfolio, value $6,742,636.

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

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

  7. period ended2024-12-31
    13F 123,925 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,221,123.

    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: 123,925 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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