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

NewEdge Advisors, LLC holds 4,564 shares of SIZE (ISHARES TR), worth $813,626 as of 2026-Q2. The position was increased (+2.8% shares). SIZE represents 0.0% of NewEdge Advisors, LLC's portfolio.

Current Value

$813,626

Current Shares

4,564

Total Value Change

+$474,778

Total Shares Change

+2,287

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
4,564
+2.8%
$813,6260.0%$178.28
25
2026-Q1
Increased
4,441
+101.2%
$708,1940.0%$167.07
40
2025-Q4
Increased
2,207
+0.6%
$356,6430.0%$163.80
24
2025-Q3
Decreased
2,194
-7.0%
$352,8090.0%$159.28
0
2025-Q2
Increased
2,358
+0.3%
$364,4610.0%$152.29
24
2025-Q1
Increased
2,350
+3.2%
$341,8370.0%$142.79
24
2024-Q4
Unchanged
2,277
0.0%
$338,1880.0%$145.92
0
2024-Q3
Decreased
2,277
-3.0%
$338,8480.0%$145.60
0

Other major holders of SIZE: ENVESTNET ASSET MANAGEMENT INC, BANK OF AMERICA CORP /DE/

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