Back to NewEdge Advisors, LLC NewEdge Advisors, LLC

IUSBIUSB
Showing 8 of 24 quarters

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

NewEdge Advisors, LLC holds 4.1M shares of IUSB (ISHARES TR), worth $189.7M as of 2026-Q2. The position was increased (+33.1% shares). IUSB represents 0.6% of NewEdge Advisors, LLC's portfolio.

Current Value

$189.7M

Current Shares

4.1M

Total Value Change

+$69.8M

Total Shares Change

+1.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
4.1M
+33.1%
$189.7M0.6%$45.82
55
2026-Q1
Increased
3.1M
+8.9%
$142.6M0.5%$45.38
47
2025-Q4
Increased
2.8M
+7.9%
$131.9M0.5%$45.41
39
2025-Q3
Decreased
2.6M
-3.1%
$122.7M0.6%$44.94
0
2025-Q2
Decreased
2.7M
-2.4%
$125.4M0.6%$44.01
0
2025-Q1
Decreased
2.8M
-2.3%
$128M0.8%$43.40
0
2024-Q4
Increased
2.8M
+11.8%
$128.5M0.8%$42.29
48
2024-Q3
Increased
2.5M
+19.5%
$119.9M0.8%$43.48
50

Other major holders of IUSB: ENVESTNET ASSET MANAGEMENT INC, Steward Partners Investment Advisory, LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used