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IWXIWX
19 quarters

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

NewEdge Advisors, LLC holds 174,263 shares of IWX (ISHARES TR), worth $18.3M as of 2026-Q2. The position was decreased (-5.4% shares). IWX represents 0.1% of NewEdge Advisors, LLC's portfolio.

Current Value

$18.3M

Current Shares

174,263

Total Value Change

+$18.1M

Total Shares Change

+170,619

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
174,263
-5.4%
$18.3M0.1%$105.16
0
2026-Q1
Decreased
184,242
-1.7%
$17.1M0.1%$96.16
0
2025-Q4
Increased
187,453
+12.6%
$17.2M0.1%$92.45
32
2025-Q3
Decreased
166,502
-1.8%
$14.6M0.1%$87.34
0
2025-Q2
Decreased
169,485
-0.5%
$14.3M0.1%$83.19
0
2025-Q1
Decreased
170,356
-4.3%
$14M0.1%$80.26
0
2024-Q4
Decreased
177,969
-1.4%
$14.1M0.1%$77.51
0
2024-Q3
Increased
180,592
+12.4%
$14.7M0.1%$79.11
32
2024-Q2
Increased
160,634
+3.3%
$12M0.1%$72.78
29
2024-Q1
Decreased
155,580
-23.8%
$11.9M0.1%$73.90
0
2023-Q4
Decreased
204,292
-10.4%
$14.4M0.1%$67.63
0
2023-Q3
Increased
228,031
+36.2%
$14.9M0.2%$62.60
44
2023-Q2
Decreased
167,405
-11.9%
$11.3M0.1%$63.67
0
2023-Q1
Increased
189,962
+4.4%
$12.4M0.2%$60.98
35
2022-Q4
Increased
181,996
+711.7%
$11.8M0.3%$61.23
54
2022-Q3
Increased
22,421
+377.0%
$1.3M0.0%$54.78
41
2022-Q2
New
4,700
-
$290,0000.0%$57.82
32
2022-Q1
Exited
0
-100.0%
$00.0%$65.62
0
2021-Q4
New
3,644
-
$255,0000.0%$64.75
32

Other major holders of IWX: TIAA TRUST, NATIONAL ASSOCIATION

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