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

As of 2026-Q2, NewEdge Advisors, LLC holds 808,622 shares of IVE (ISHARES TR).

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

As of 2026-Q2, NewEdge Advisors, LLC's IVE position is worth $183.6M.

In 2026-Q2, NewEdge Advisors, LLC decreased their IVE position (-5.9% 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 31 quarters.

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

Current Value

$183.6M

Current Shares

808,622

Total Value Change

+$181.3M

Total Shares Change

+785,337

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	808,622	-5.9%	$183.6M	0.5%	$226.16	0
2026-Q1	Decreased	858,916	-6.2%	$181.4M	0.7%	$209.49	0
2025-Q4	Increased	915,221	+30.1%	$194.1M	0.7%	$209.63	54
2025-Q3	Decreased	703,676	-1.1%	$145.3M	0.7%	$203.18	0
2025-Q2	Decreased	711,333	-3.1%	$139M	0.7%	$191.45	0
2025-Q1	Increased	733,872	+51.9%	$139.9M	0.8%	$185.92	59
2024-Q4	Increased	483,082	+41.9%	$92.2M	0.6%	$185.48	56
2024-Q3	Increased	340,542	+11.7%	$67.1M	0.4%	$190.56	40
2024-Q2	Increased	304,801	+21.8%	$55.5M	0.4%	$174.89	42
2024-Q1	Increased	250,204	+665.1%	$46.7M	0.4%	$178.68	56
2023-Q4	Decreased	32,702	-11.7%	$5.7M	0.1%	$165.56	0
2023-Q3	Decreased	37,027	-0.9%	$5.7M	0.1%	$145.80	0
2023-Q2	Decreased	37,351	-4.1%	$6M	0.1%	$151.95	0
2023-Q1	Increased	38,932	+75.3%	$5.9M	0.1%	$142.56	41
2022-Q4	Decreased	22,215	-2.5%	$2.1M	0.1%	$135.62	0
2022-Q3	Increased	22,797	+1.6%	$2.9M	0.0%	$119.48	27
2022-Q2	Decreased	22,432	-3.5%	$3.1M	0.1%	$126.91	0
2022-Q1	Increased	23,256	+11.4%	$3.6M	0.1%	$143.20	30
2021-Q4	Increased	20,869	+279.6%	$3.3M	0.0%	$143.38	43
2021-Q3	Increased	5,497	+4.5%	$799,000	0.0%	$132.46	26
2021-Q2	Increased	5,259	+64.5%	$776,000	0.0%	$133.71	36
2021-Q1	Decreased	3,197	-0.5%	$452,000	0.0%	$127.46	0
2020-Q4	Decreased	3,214	-65.1%	$411,000	0.0%	$114.96	0
2020-Q3	Decreased	9,205	-6.3%	$1M	0.0%	$100.36	0
2020-Q2	Decreased	9,822	-16.4%	$1.1M	0.0%	$95.89	0
2020-Q1	Decreased	11,746	-5.7%	$1.1M	0.1%	$84.80	0
2019-Q4	Increased	12,458	+0.5%	$1.6M	0.1%	$113.58	26
2019-Q3	Increased	12,396	+165.4%	$1.5M	0.1%	$103.42	41
2019-Q2	Decreased	4,671	-11.5%	$544,000	0.0%	$100.59	0
2019-Q1	Decreased	5,278	-77.3%	$595,000	0.0%	$96.74	0
2018-Q4	New	23,285	-	$2.4M	0.2%	$86.29	43