How many shares of IEZ does NewEdge Advisors, LLC own?

As of 2026-Q2, NewEdge Advisors, LLC holds 29,845 shares of IEZ (ISHARES TR).

What is NewEdge Advisors, LLC's IEZ position worth?

As of 2026-Q2, NewEdge Advisors, LLC's IEZ position is worth $802,831.

Based on available 13F filings, NewEdge Advisors, LLC first reported a position in IEZ in 2024-Q3. They have held the position across 15 quarters.

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

Current Value

$802,831

Current Shares

29,845

Total Value Change

+$772,314

Total Shares Change

+28,326

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Unchanged	29,845	0.0%	$802,831	0.0%	$26.90	0
2026-Q1	New	29,845	-	$864,013	0.0%	$28.12	34
2025-Q4	Exited	0	-100.0%	$0	0.0%	$21.02	0
2025-Q3	Unchanged	442	0.0%	$8,526	0.0%	$19.59	0
2025-Q2	Decreased	442	-70.9%	$7,501	0.0%	$16.86	0
2025-Q1	Unchanged	1,519	0.0%	$29,621	0.0%	$19.09	0
2024-Q4	Unchanged	1,519	0.0%	$30,091	0.0%	$19.17	0
2024-Q3	Unchanged	1,519	0.0%	$30,517	0.0%	$19.61	0