Back to NewEdge Advisors, LLC NewEdge Advisors, LLC

IJRIJR
31 quarters

Position history for NewEdge Advisors, LLCNewEdge Advisors, LLC's holdings in ISHARES CORE S&P SMALL-CAP ETF ETF

NewEdge Advisors, LLC holds 603,283 shares of IJR (ISHARES CORE S&P SMALL-CAP ETF ETF), worth $89.5M as of 2026-Q2. The position was increased (+2.9% shares). IJR represents 0.3% of NewEdge Advisors, LLC's portfolio.

Current Value

$89.5M

Current Shares

603,283

Total Value Change

+$78.5M

Total Shares Change

+444,351

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
603,283
+2.9%
$89.5M0.3%$148.31
37
2026-Q1
Decreased
586,348
-2.0%
$72.9M0.3%$129.20
0
2025-Q4
Decreased
598,637
-0.2%
$71.9M0.3%$121.69
0
2025-Q3
Increased
600,076
+8.4%
$71.3M0.3%$118.03
38
2025-Q2
Decreased
553,404
-3.0%
$60.5M0.3%$108.58
0
2025-Q1
Decreased
570,337
-5.1%
$59.6M0.4%$102.76
0
2024-Q4
Increased
601,241
+15.8%
$69.3M0.4%$113.25
41
2024-Q3
Increased
519,243
+14.1%
$60.7M0.4%$113.75
40
2024-Q2
Increased
455,086
+2.5%
$48.5M0.4%$103.63
36
2024-Q1
Increased
443,879
+2.2%
$49.1M0.4%$107.00
36
2023-Q4
Increased
434,347
+10.2%
$46.7M0.4%$104.48
39
2023-Q3
Increased
394,225
+2.3%
$37.2M0.4%$90.81
35
2023-Q2
Decreased
385,216
-0.4%
$38.4M0.4%$95.38
0
2023-Q1
Decreased
386,864
-19.7%
$36.6M0.5%$90.62
0
2022-Q4
Decreased
481,898
-8.3%
$21.2M0.6%$90.02
0
2022-Q3
Increased
525,402
+21.0%
$45.8M0.8%$83.07
49
2022-Q2
Decreased
434,098
-21.6%
$40.1M0.7%$87.45
0
2022-Q1
Decreased
553,412
-1.3%
$59.7M1.0%$102.43
0
2021-Q4
Increased
560,936
+68.3%
$64.2M1.0%$107.55
62
2021-Q3
Increased
333,354
+0.3%
$36.4M0.9%$103.52
41
2021-Q2
Increased
332,502
+3.9%
$37.6M1.0%$104.50
43
2021-Q1
Increased
320,011
+22.8%
$34.7M1.0%$100.10
55
2020-Q4
Decreased
260,501
-19.6%
$23.9M0.8%$84.73
0
2020-Q3
Increased
324,004
+11.6%
$22.8M0.8%$64.49
45
2020-Q2
Increased
290,399
+77.2%
$19.8M0.8%$61.80
61
2020-Q1
Increased
163,885
+2.7%
$9.2M0.4%$51.40
34
2019-Q4
Decreased
159,510
-13.5%
$13.4M0.5%$76.03
0
2019-Q3
Increased
184,474
+6.9%
$14.4M0.6%$70.40
42
2019-Q2
Decreased
172,598
-3.8%
$13.5M0.8%$70.59
0
2019-Q1
Increased
179,420
+12.9%
$13.8M0.9%$69.34
45
2018-Q4
New
158,932
-
$11M0.7%$61.72
54

Other major holders of IJR: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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