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IWBIWB
31 quarters

Position history for NewEdge Advisors, LLCNewEdge Advisors, LLC's holdings in ISHARES RUSSELL 1000 ETF

NewEdge Advisors, LLC holds 128,083 shares of IWB (ISHARES RUSSELL 1000 ETF), worth $52.4M as of 2026-Q2. The position was increased (+2.1% shares). IWB represents 0.2% of NewEdge Advisors, LLC's portfolio.

Current Value

$52.4M

Current Shares

128,083

Total Value Change

+$40.7M

Total Shares Change

+43,093

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
128,083
+2.1%
$52.4M0.2%$409.50
36
2026-Q1
Decreased
125,398
-0.2%
$44.7M0.2%$373.15
0
2025-Q4
Increased
125,692
+0.5%
$46.9M0.2%$376.20
35
2025-Q3
Increased
125,017
+1.5%
$45.7M0.2%$363.42
35
2025-Q2
Increased
123,154
+0.8%
$41.8M0.2%$335.58
35
2025-Q1
Decreased
122,170
-2.3%
$37.5M0.2%$302.55
0
2024-Q4
Increased
125,000
+8.2%
$40.3M0.2%$319.91
38
2024-Q3
Increased
115,503
+1.9%
$36.3M0.2%$308.93
35
2024-Q2
Decreased
113,311
-0.3%
$33.7M0.2%$292.44
0
2024-Q1
Increased
113,663
+9.4%
$32.7M0.3%$282.39
38
2023-Q4
Decreased
103,939
-4.0%
$27.3M0.3%$256.35
0
2023-Q3
Decreased
108,301
-1.4%
$25.4M0.3%$228.76
0
2023-Q2
Decreased
109,868
-5.9%
$26.8M0.3%$233.70
0
2023-Q1
Decreased
116,717
-3.9%
$26.3M0.3%$214.60
0
2022-Q4
Increased
121,485
+10.3%
$4.2M0.1%$202.82
35
2022-Q3
Decreased
110,123
-4.5%
$21.7M0.4%$191.96
0
2022-Q2
Increased
115,288
+7.7%
$24M0.4%$200.21
37
2022-Q1
Increased
107,099
+2.4%
$26.8M0.4%$241.84
35
2021-Q4
Increased
104,546
+20.1%
$27.6M0.4%$251.93
41
2021-Q3
Increased
87,029
+3.8%
$21M0.5%$231.39
42
2021-Q2
Increased
83,862
+0.1%
$20.3M0.5%$228.36
40
2021-Q1
Decreased
83,736
-3.4%
$18.7M0.6%$209.79
0
2020-Q4
Increased
86,669
+0.1%
$18.4M0.6%$197.82
40
2020-Q3
Decreased
86,550
-3.5%
$16.2M0.6%$173.58
0
2020-Q2
Decreased
89,672
-15.6%
$15.4M0.6%$157.40
0
2020-Q1
Increased
106,262
+30.6%
$15M0.7%$133.31
50
2019-Q4
Decreased
81,352
-0.5%
$14.5M0.6%$164.14
0
2019-Q3
Decreased
81,789
-3.1%
$13.5M0.6%$150.21
0
2019-Q2
Decreased
84,372
-0.2%
$13.7M0.8%$148.75
0
2019-Q1
Decreased
84,560
-0.5%
$13.3M0.9%$142.96
0
2018-Q4
New
84,990
-
$11.8M0.8%$124.29
54

Other major holders of IWB: JONES FINANCIAL COMPANIES LLLP, BNP PARIBAS FINANCIAL MARKETS, FMR LLC

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