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IEZIEZ
Showing 8 of 15 quarters

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

Yes. Newedge Group holds 29,845 shares of IEZ, worth $802,831, as of its Q2 2026 13F filing. The share count is unchanged from Q1 2026. Newedge Group has held IEZ since Q1 2026, across 2 quarterly 13F filings.

Current Value

$802,831

Current Shares

29,845

Total Value Change

+$772,314

Total Shares Change

+28,326

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
29,845
0.0%
$802,8310.0%$26.81
0
2026-Q1
New
29,845
-
$864,0130.0%$28.77
34
2025-Q4
Exited
0
-100.0%
$00.0%$20.69
0
2025-Q3
Unchanged
442
0.0%
$8,5260.0%$19.05
0
2025-Q2
Decreased
442
-70.9%
$7,5010.0%$16.66
0
2025-Q1
Unchanged
1,519
0.0%
$29,6210.0%$19.03
0
2024-Q4
Unchanged
1,519
0.0%
$30,0910.0%$19.25
0
2024-Q3
Unchanged
1,519
0.0%
$30,5170.0%$19.44
0

Other major holders of IEZ: Phoenix Financial Ltd., ASSETMARK, INC, MML INVESTORS SERVICES, LLC, MORGAN STANLEY

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