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
Other major holders of ISHG: ROYAL BANK OF CANADA, MORGAN STANLEY
Decreased |
| 950,975 |
-6.0% |
| $70.5M |
| 0.8% |
| $75.27 |
0 |
| 2025-Q4 | New | 1M | - | $76.1M | 0.9% | $75.30 | 58 |