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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 $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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.8M
+4.1%
$206M0.7%$118.67
45
2025-Q4
Increased
1.7M
+1.8%
$215.6M0.8%$124.16
44
2025-Q3
Increased
1.7M
+3.6%
$207.5M0.9%$120.03
45
2025-Q2
Decreased
1.7M
-17.3%
$182.8M0.9%$109.25
0
2025-Q1
Increased
2M
+8.0%
$186.3M1.1%$92.24
52
2024-Q4
Increased
1.9M
+15.3%
$188.6M1.1%$101.96
55
2024-Q3
Increased
1.6M
+8.4%
$154.2M1.0%$94.72
52
2024-Q2
Increased
1.5M
+87.6%
$137.5M1.0%$91.87
74

Other major holders of IVW: ENVESTNET ASSET MANAGEMENT INC, JPMORGAN CHASE & CO

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