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IWBIWB
31 quarters

Position history for NewEdge Advisors, LLCNewEdge 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
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
128,083
+2.1%
$52.4M0.2%$408.51
36
2026-Q1
Decreased
125,398
-0.2%
$44.7M0.2%$354.96
0
2025-Q4
Increased
125,692
+0.5%
$46.9M0.2%$370.88
35
2025-Q3
Increased
125,017
+1.5%
$45.7M0.2%$361.91
35
2025-Q2
Increased
123,154
+0.8%
$41.8M0.2%$335.36
35
2025-Q1
Decreased
122,170
-2.3%
$37.5M0.2%$302.16
0
2024-Q4
Increased
125,000
+8.2%
$40.3M0.2%$316.51
38
2024-Q3
Increased
115,503
+1.9%
$36.3M0.2%$307.94
35
2024-Q2
Decreased
113,311
-0.3%
$33.7M0.2%$290.44
0
2024-Q1
Increased
113,663
+9.4%
$32.7M0.3%$280.46
38
2023-Q4
Decreased
103,939
-4.0%
$27.3M0.3%$254.59
0
2023-Q3
Decreased
108,301
-1.4%
$25.4M0.3%$227.20
0
2023-Q2
Decreased
109,868
-5.9%
$26.8M0.3%$234.74
0
2023-Q1
Decreased
116,717
-3.9%
$26.3M0.3%$216.33
0
2022-Q4
Increased
121,485
+10.3%
$4.2M0.1%$201.43
35
2022-Q3
Decreased
110,123
-4.5%
$21.7M0.4%$188.01
0
2022-Q2
Increased
115,288
+7.7%
$24M0.4%$197.01
37
2022-Q1
Increased
107,099
+2.4%
$26.8M0.4%$236.47
35
2021-Q4
Increased
104,546
+20.1%
$27.6M0.4%$249.27
41
2021-Q3
Increased
87,029
+3.8%
$21M0.5%$227.18
42
2021-Q2
Increased
83,862
+0.1%
$20.3M0.5%$226.77
40
2021-Q1
Decreased
83,736
-3.4%
$18.7M0.6%$209.19
0
2020-Q4
Increased
86,669
+0.1%
$18.4M0.6%$197.34
40
2020-Q3
Decreased
86,550
-3.5%
$16.2M0.6%$173.67
0
2020-Q2
Decreased
89,672
-15.6%
$15.4M0.6%$158.66
0
2020-Q1
Increased
106,262
+30.6%
$15M0.7%$130.33
50
2019-Q4
Decreased
81,352
-0.5%
$14.5M0.6%$163.40
0
2019-Q3
Decreased
81,789
-3.1%
$13.5M0.6%$149.97
0
2019-Q2
Decreased
84,372
-0.2%
$13.7M0.8%$147.73
0
2019-Q1
Decreased
84,560
-0.5%
$13.3M0.9%$141.98
0
2018-Q4
First report
84,990
-
$11.8M0.8%$124.68
0

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

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