Position history for NewEdge Advisors, LLC's holdings in ISHARES TR
NewEdge Advisors, LLC holds 398,773 shares of MTUM (ISHARES TR), worth $95.7M as of 2026-Q1. The position was increased (+6.0% shares). MTUM represents 0.3% of NewEdge Advisors, LLC's portfolio.
Current Value
$95.7M
Current Shares
398,773
Total Value Change
+$90.6M
Total Shares Change
+372,419
Other major holders of MTUM: ENVESTNET ASSET MANAGEMENT INC, MERCER GLOBAL ADVISORS INC /ADV
Increased |
| 398,773 |
+6.0% |
| $95.7M |
| 0.3% |
| $247.01 |
38 |
| 2025-Q4 | Increased | 376,094 | +70.8% | $94.1M | 0.3% | $252.79 | 53 |
| 2025-Q3 | Increased | 220,151 | +3.6% | $56.5M | 0.3% | $254.95 | 36 |
| 2025-Q2 | Decreased | 212,431 | -1.2% | $51.1M | 0.3% | $236.51 | 0 |
| 2025-Q1 | Increased | 214,996 | +18.2% | $43.5M | 0.3% | $199.43 | 41 |
| 2024-Q4 | Increased | 181,940 | +883.3% | $37.6M | 0.2% | $205.88 | 56 |
| 2024-Q3 | Decreased | 18,503 | -29.8% | $3.8M | 0.0% | $199.30 | 0 |
| 2024-Q2 | Increased | 26,354 | +79.0% | $5.1M | 0.0% | $191.90 | 41 |