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IBHFIBHF
15 quarters

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

Yes. Newedge Group holds 248,808 shares of IBHF, worth $5.6M, as of its Q2 2026 13F filing. It increased the position by 10,646 shares (+4.5%) from Q1 2026. Newedge Group has held IBHF since Q4 2022, across 15 quarterly 13F filings.

Current Value

$5.6M

Current Shares

248,808

Total Value Change

+$5.6M

Total Shares Change

+229,381

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
248,808
+4.5%
$5.6M0.0%$22.48
28
2026-Q1
Increased
238,162
+5.7%
$5.5M0.0%$22.45
29
2025-Q4
Increased
225,309
+2.3%
$5.2M0.0%$22.35
28
2025-Q3
Increased
220,283
+8.6%
$5.2M0.0%$22.15
29
2025-Q2
Increased
202,776
+0.7%
$4.7M0.0%$21.62
27
2025-Q1
Increased
201,444
+231.3%
$4.7M0.0%$21.26
43
2024-Q4
Increased
60,800
+17.6%
$1.4M0.0%$20.96
30
2024-Q3
Decreased
51,691
-90.5%
$1.2M0.0%$20.72
0
2024-Q2
Decreased
542,577
-9.1%
$12.4M0.1%$19.91
0
2024-Q1
Increased
596,581
+15.6%
$13.8M0.1%$19.67
39
2023-Q4
Increased
515,910
+1288.3%
$11.8M0.1%$19.31
54
2023-Q3
Increased
37,162
+40.8%
$837,2500.0%$18.51
33
2023-Q2
Increased
26,389
+12.6%
$600,3610.0%$18.35
27
2023-Q1
Increased
23,438
+20.6%
$534,3840.0%$18.04
29
2022-Q4
New
19,427
-
$4340.0%$17.49
17

Other major holders of IBHF: BANK OF AMERICA CORP /DE/, LPL Financial LLC

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