Position history for NewEdge Advisors, LLC's holdings in ISHARES TR
NewEdge Advisors, LLC holds 1.8M shares of IVW (ISHARES TR), worth $206M as of 2026-Q1. The position was increased (+4.1% shares). IVW represents 0.7% of NewEdge Advisors, LLC's portfolio.
Current Value
$206M
Current Shares
1.8M
Total Value Change
+$68.5M
Total Shares Change
+335,427
Other major holders of IVW: ENVESTNET ASSET MANAGEMENT INC, JPMORGAN CHASE & CO
Increased |
| 1.8M |
+4.1% |
| $206M |
| 0.7% |
| $118.67 |
45 |
| 2025-Q4 | Increased | 1.7M | +1.8% | $215.6M | 0.8% | $124.16 | 44 |
| 2025-Q3 | Increased | 1.7M | +3.6% | $207.5M | 0.9% | $120.03 | 45 |
| 2025-Q2 | Decreased | 1.7M | -17.3% | $182.8M | 0.9% | $109.25 | 0 |
| 2025-Q1 | Increased | 2M | +8.0% | $186.3M | 1.1% | $92.24 | 52 |
| 2024-Q4 | Increased | 1.9M | +15.3% | $188.6M | 1.1% | $101.96 | 55 |
| 2024-Q3 | Increased | 1.6M | +8.4% | $154.2M | 1.0% | $94.72 | 52 |
| 2024-Q2 | Increased | 1.5M | +87.6% | $137.5M | 1.0% | $91.87 | 74 |