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

As of 2026-Q1, NewEdge Advisors, LLC holds 858,916 shares of IVE (ISHARES TR).

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

As of 2026-Q1, NewEdge Advisors, LLC's IVE position is worth $181.4M.

In 2026-Q1, NewEdge Advisors, LLC decreased their IVE position (-6.2% change in shares).

Based on available 13F filings, NewEdge Advisors, LLC first reported a position in IVE in 2018-Q4. They have held the position across 30 quarters.

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

Current Value

$181.4M

Current Shares

858,916

Total Value Change

+$179M

Total Shares Change

+835,631

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	858,916	-6.2%	$181.4M	0.7%	$219.98	0
2025-Q4	Increased	915,221	+30.1%	$194.1M	0.7%	$213.56	54
2025-Q3	Decreased	703,676	-1.1%	$145.3M	0.7%	$204.84	0
2025-Q2	Decreased	711,333	-3.1%	$139M	0.7%	$192.62	0
2025-Q1	Increased	733,872	+51.9%	$139.9M	0.8%	$186.32	59
2024-Q4	Increased	483,082	+41.9%	$92.2M	0.6%	$187.40	56
2024-Q3	Increased	340,542	+11.7%	$67.1M	0.4%	$192.13	40
2024-Q2	Increased	304,801	+21.8%	$55.5M	0.4%	$176.93	42
2024-Q1	Increased	250,204	+665.1%	$46.7M	0.4%	$180.76	56
2023-Q4	Decreased	32,702	-11.7%	$5.7M	0.1%	$167.49	0
2023-Q3	Decreased	37,027	-0.9%	$5.7M	0.1%	$147.50	0
2023-Q2	Decreased	37,351	-4.1%	$6M	0.1%	$152.20	0
2023-Q1	Increased	38,932	+75.3%	$5.9M	0.1%	$142.30	41
2022-Q4	Decreased	22,215	-2.5%	$2.1M	0.1%	$137.21	0
2022-Q3	Increased	22,797	+1.6%	$2.9M	0.0%	$122.49	27
2022-Q2	Decreased	22,432	-3.5%	$3.1M	0.1%	$129.04	0
2022-Q1	Increased	23,256	+11.4%	$3.6M	0.1%	$146.86	30
2021-Q4	Increased	20,869	+279.6%	$3.3M	0.0%	$145.15	43
2021-Q3	Increased	5,497	+4.5%	$799,000	0.0%	$136.25	26
2021-Q2	Increased	5,259	+64.5%	$776,000	0.0%	$134.59	36
2021-Q1	Decreased	3,197	-0.5%	$452,000	0.0%	$129.58	0
2020-Q4	Decreased	3,214	-65.1%	$411,000	0.0%	$115.37	0
2020-Q3	Decreased	9,205	-6.3%	$1M	0.0%	$100.70	0
2020-Q2	Decreased	9,822	-16.4%	$1.1M	0.0%	$95.90	0
2020-Q1	Decreased	11,746	-5.7%	$1.1M	0.1%	$87.34	0
2019-Q4	Increased	12,458	+0.5%	$1.6M	0.1%	$114.56	26
2019-Q3	Increased	12,396	+165.4%	$1.5M	0.1%	$104.10	41
2019-Q2	Decreased	4,671	-11.5%	$544,000	0.0%	$101.76	0
2019-Q1	Decreased	5,278	-77.3%	$595,000	0.0%	$97.86	0
2018-Q4	New	23,285	-	$2.4M	0.2%	$86.64	43