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ISHGISHG
3 quarters

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

NewEdge Wealth, LLC holds 722,409 shares of ISHG (ISHARES TR), worth $53.6M as of 2026-Q2. The position was decreased (-24.0% shares). ISHG represents 0.5% of NewEdge Wealth, LLC's portfolio.

Current Value

$53.6M

Current Shares

722,409

Total Value Change

-$22.5M

Total Shares Change

-288,844

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
722,409
-24.0%
$53.6M0.5%$74.25
0
2026-Q1
Decreased
950,975
-6.0%
$70.5M0.8%$75.27
0
2025-Q4
New
1M
-
$76.1M0.9%$75.30
58

Other major holders of ISHG: ENVESTNET ASSET MANAGEMENT INC, ROYAL BANK OF CANADA, MORGAN STANLEY

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