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USMVUSMV
31 quarters

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

Yes. Newedge Group holds 706,484 shares of USMV, worth $68.1M, as of its Q2 2026 13F filing. It increased the position by 88,157 shares (+14.3%) from Q1 2026. Newedge Group has held USMV in every 13F on record since Q4 2018, 31 quarterly filings. USMV is 0.2% of Newedge Group's reported 13F portfolio.

Current Value

$68.1M

Current Shares

706,484

Total Value Change

+$59.2M

Total Shares Change

+535,795

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
706,484
+14.3%
$68.1M0.2%$96.14
40
2026-Q1
Increased
618,327
+30.0%
$57.3M0.2%$92.15
44
2025-Q4
Decreased
475,640
-4.2%
$44.8M0.2%$93.18
0
2025-Q3
Decreased
496,231
-0.3%
$47.2M0.2%$93.76
0
2025-Q2
Decreased
497,468
-3.7%
$46.7M0.2%$92.15
0
2025-Q1
Increased
516,823
+11.1%
$48.4M0.3%$91.62
39
2024-Q4
Decreased
465,141
-8.9%
$41.3M0.2%$86.55
0
2024-Q3
Increased
510,584
+2.3%
$46.6M0.3%$88.60
36
2024-Q2
Increased
498,951
+21.1%
$41.9M0.3%$81.11
42
2024-Q1
Decreased
411,961
-14.9%
$34.4M0.3%$80.45
0
2023-Q4
Decreased
484,031
-16.7%
$38.3M0.4%$74.78
0
2023-Q3
Decreased
581,258
-2.3%
$42.1M0.5%$68.98
0
2023-Q2
Increased
594,680
+17.0%
$44.2M0.5%$70.47
41
2023-Q1
Increased
508,343
+22.1%
$37M0.5%$68.70
42
2022-Q4
Increased
416,484
+14.8%
$13.8M0.4%$67.78
38
2022-Q3
Increased
362,693
+19.7%
$24M0.4%$61.85
40
2022-Q2
Increased
303,104
+23.0%
$21.3M0.4%$65.38
41
2022-Q1
Decreased
246,365
-2.5%
$19.1M0.3%$72.01
0
2021-Q4
Increased
252,794
+91.5%
$20.5M0.3%$74.84
54
2021-Q3
Increased
132,045
+0.1%
$9.7M0.2%$67.78
33
2021-Q2
Decreased
131,860
-43.1%
$9.7M0.3%$67.62
0
2021-Q1
Decreased
231,889
-36.5%
$16M0.5%$63.38
0
2020-Q4
Increased
365,035
+3.8%
$24.8M0.8%$61.93
42
2020-Q3
Increased
351,759
+11.5%
$22.4M0.8%$57.88
45
2020-Q2
Decreased
315,589
-9.0%
$19.1M0.7%$54.79
0
2020-Q1
Decreased
346,772
-17.7%
$18.7M0.9%$48.56
0
2019-Q4
Increased
421,513
+0.3%
$27.7M1.1%$58.62
45
2019-Q3
Increased
420,224
+39.3%
$26.9M1.2%$56.94
60
2019-Q2
Increased
301,582
+15.8%
$18.6M1.1%$54.59
51
2019-Q1
Increased
260,528
+52.6%
$15.3M1.0%$51.73
55
2018-Q4
First report
170,689
-
$8.9M0.6%$45.91
0

Other major holders of USMV: BANK OF AMERICA CORP /DE/

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