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ISHG
2 quarters

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

NewEdge Wealth, LLC holds 950,975 shares of ISHG (ISHARES TR), worth $70.5M as of 2026-Q1. The position was decreased (-6.0% shares). ISHG represents 0.8% of NewEdge Wealth, LLC's portfolio.

Current Value

$70.5M

Current Shares

950,975

Total Value Change

-$5.5M

Total Shares Change

-60,278

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
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: ROYAL BANK OF CANADA, MORGAN STANLEY

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