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

NewEdge Advisors, LLC holds 109,197 shares of IMCG (ISHARES TR), worth $10.7M as of 2026-Q2. The position was increased (+17.9% shares). IMCG represents 0.0% of NewEdge Advisors, LLC's portfolio.

Current Value

$10.7M

Current Shares

109,197

Total Value Change

+$8.3M

Total Shares Change

+76,060

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
109,197
+17.9%
$10.7M0.0%$98.30
32
2026-Q1
Increased
92,615
+39.4%
$7.3M0.0%$83.05
36
2025-Q4
Increased
66,430
+0.6%
$5.3M0.0%$80.75
27
2025-Q3
Decreased
66,016
-0.4%
$5.5M0.0%$82.52
0
2025-Q2
Increased
66,253
+91.6%
$5.3M0.0%$79.31
43
2025-Q1
Decreased
34,574
-15.4%
$2.5M0.0%$70.84
0
2024-Q4
Increased
40,874
+23.4%
$3.1M0.0%$75.06
32
2024-Q3
Decreased
33,137
-20.4%
$2.4M0.0%$72.18
0

Other major holders of IMCG: Steward Partners Investment Advisory, LLC, VANTAGEPOINT INVESTMENT ADVISERS LLC, LPL Financial LLC

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