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NewEdge Advisors, LLC
IWB31 quarters
Position history for
NewEdge Advisors, LLC's holdings in ISHARES TR
Yes. Newedge Group holds 128,083 shares of IWB, worth $52.4M, as of its Q2 2026 13F filing. It increased the position by 2,685 shares (+2.1%) from Q1 2026. Newedge Group has held IWB in every 13F on record since Q4 2018, 31 quarterly filings. IWB is 0.2% of Newedge Group's reported 13F portfolio.
Current Value
$52.4M
Current Shares
128,083
Total Value Change
+$40.7M
Total Shares Change
+43,093
Quarter-by-Quarter History
Other major holders of IWB: JONES FINANCIAL COMPANIES LLLP, FMR LLC