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

NewEdge Advisors, LLC holds 876,466 shares of IBDX (ISHARES TR), worth $22.1M as of 2026-Q2. The position was increased (+5.6% shares). IBDX represents 0.1% of NewEdge Advisors, LLC's portfolio.

Current Value

$22.1M

Current Shares

876,466

Total Value Change

+$20.1M

Total Shares Change

+798,035

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
876,466
+5.6%
$22.1M0.1%$25.09
30
2026-Q1
Decreased
829,662
-3.5%
$21M0.1%$24.87
0
2025-Q4
Increased
860,213
+3.4%
$22M0.1%$24.93
29
2025-Q3
Increased
831,739
+560.4%
$21.4M0.1%$24.63
46
2025-Q2
Decreased
125,946
-24.9%
$3.2M0.0%$24.01
0
2025-Q1
Increased
167,816
+375.3%
$4.2M0.0%$23.44
43
2024-Q4
Decreased
35,310
-55.0%
$867,9140.0%$22.86
0
2024-Q3
Decreased
78,431
-85.3%
$2M0.0%$23.52
0

Other major holders of IBDX: Aptus Capital Advisors, LLC

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