Position history for NewEdge Advisors, LLC's holdings in ISHARES TR
NewEdge Advisors, LLC holds 1.7M shares of IVW (ISHARES TR), worth $215.6M as of 2025-Q4. The position was increased (++1.8% shares). IVW represents 0.8% of NewEdge Advisors, LLC's portfolio.
Current Value
$215.6M
Current Shares
1.7M
Total Value Change
+$78.2M
Total Shares Change
+263,753
Other major holders of IVW: BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC
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 |