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SVALSVAL
4 quarters

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

NewEdge Advisors, LLC holds 5,253 shares of SVAL (ISHARES TR), worth $219,499 as of 2026-Q2. The position was increased (+9811.3% shares). SVAL represents 0.0% of NewEdge Advisors, LLC's portfolio.

Current Value

$219,499

Current Shares

5,253

Total Value Change

+$217,723

Total Shares Change

+5,200

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
5,253
+9811.3%
$219,4990.0%$41.79
37
2026-Q1
Unchanged
53
0.0%
$1,9050.0%$37.37
0
2025-Q4
Unchanged
53
0.0%
$1,8190.0%$34.67
0
2025-Q3
New
53
-
$1,7760.0%$33.06
17

Other major holders of SVAL: Waverly Advisors, LLC, Sanctuary Advisors, LLC

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