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IVW

Showing 9 of 32 quarters

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

Yes. Newedge Group holds 1,903,069 shares of IVW, worth $270.7M, as of its Q3 2026 13F filing. It increased the position by 61,467 shares (+3.3%) from Q2 2026. Newedge Group has held IVW in every 13F on record since Q4 2018, 32 quarterly filings. IVW is 0.8% of Newedge Group's reported 13F portfolio.

Current Value

$270.7M

Current Shares

1.9M

Total Value Change

+$116.5M

Total Shares Change

+292,209

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
1.9M
+3.3%
$270.7M0.8%$142.26
45
2026-Q2
Increased
1.8M
+1.1%
$253.3M0.8%$137.40
44
2026-Q1
Increased
1.8M
+4.1%
$206M0.7%$112.90
45
2025-Q4
Increased
1.7M
+1.8%
$215.6M0.8%$122.93
44
2025-Q3
Increased
1.7M
+3.6%
$207.5M0.9%$120.26
45
2025-Q2
Decreased
1.7M
-17.3%
$182.8M0.9%$109.56
0
2025-Q1
Increased
2M
+8.0%
$186.3M1.1%$92.27
52
2024-Q4
Increased
1.9M
+15.3%
$188.6M1.1%$100.80
55
2024-Q3
Increased
1.6M
+8.4%
$154.2M1.0%$95.03
52

Other major holders of IVW: Envestnet Asset Management Inc., JPMorgan Chase & Co.

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