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

NewEdge Advisors, LLC holds 1.8M shares of IVW (ISHARES TR), worth $253.3M as of 2026-Q2. The position was increased (+1.1% shares). IVW represents 0.8% of NewEdge Advisors, LLC's portfolio.

Current Value

$253.3M

Current Shares

1.8M

Total Value Change

+$99M

Total Shares Change

+230,742

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.8M
+1.1%
$253.3M0.8%$137.53
44
2026-Q1
Increased
1.8M
+4.1%
$206M0.7%$113.00
45
2025-Q4
Increased
1.7M
+1.8%
$215.6M0.8%$123.04
44
2025-Q3
Increased
1.7M
+3.6%
$207.5M0.9%$120.38
45
2025-Q2
Decreased
1.7M
-17.3%
$182.8M0.9%$109.66
0
2025-Q1
Increased
2M
+8.0%
$186.3M1.1%$92.36
52
2024-Q4
Increased
1.9M
+15.3%
$188.6M1.1%$100.90
55
2024-Q3
Increased
1.6M
+8.4%
$154.2M1.0%$95.03
52

Other major holders of IVW: Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, ENVESTNET ASSET MANAGEMENT INC

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