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IBDWIBDW
15 quarters

Position history for NewEdge Advisors, LLCNewEdge Advisors, LLC's holdings in ISHARES TR

NewEdge Advisors, LLC holds 1.2M shares of IBDW (ISHARES TR), worth $25.2M as of 2026-Q2. The position was increased (+3.4% shares). IBDW represents 0.1% of NewEdge Advisors, LLC's portfolio.

Current Value

$25.2M

Current Shares

1.2M

Total Value Change

+$25.2M

Total Shares Change

+1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.2M
+3.4%
$25.2M0.1%$20.68
30
2026-Q1
Decreased
1.2M
-2.1%
$24.5M0.1%$20.52
0
2025-Q4
Increased
1.2M
+5.2%
$25.3M0.1%$20.58
30
2025-Q3
Increased
1.1M
+30.1%
$24.1M0.1%$20.32
43
2025-Q2
Decreased
874,010
-7.6%
$18.4M0.1%$19.91
0
2025-Q1
Decreased
945,737
-1.8%
$19.6M0.1%$19.39
0
2024-Q4
Increased
963,198
+4.4%
$19.6M0.1%$18.86
35
2024-Q3
Decreased
922,334
-17.0%
$19.6M0.1%$19.35
0
2024-Q2
Decreased
1.1M
-3.9%
$22.5M0.2%$18.28
0
2024-Q1
Increased
1.2M
+6.2%
$23.7M0.2%$18.22
36
2023-Q4
Decreased
1.1M
-15.6%
$22.5M0.2%$18.32
0
2023-Q3
Increased
1.3M
+38.1%
$25M0.3%$16.82
45
2023-Q2
Increased
935,061
+3742.8%
$19M0.2%$17.38
55
2023-Q1
Decreased
24,333
-0.6%
$502,2420.0%$17.50
0
2022-Q4
New
24,489
-
$4870.0%$16.75
17

Other major holders of IBDW: Aptus Capital Advisors, LLC

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