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IWDIWD
22 quarters

Position history for NewEdge Wealth, LLCNewEdge Wealth, LLC's holdings in ISHARES TR RUSSELL 1000 VALUE INDEX FUND

NewEdge Wealth, LLC holds 53,283 shares of IWD (ISHARES TR RUSSELL 1000 VALUE INDEX FUND), worth $12.9M as of 2026-Q2. The position was increased (+76.1% shares). IWD represents 0.1% of NewEdge Wealth, LLC's portfolio.

Current Value

$12.9M

Current Shares

53,283

Total Value Change

+$6.7M

Total Shares Change

+7,824

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
53,283
+76.1%
$12.9M0.1%$242.43
51
2026-Q1
Decreased
30,260
-65.7%
$6.5M0.1%$222.27
0
2025-Q4
Increased
88,296
+83.1%
$18.6M0.2%$211.94
52
2025-Q3
Decreased
48,234
-1.1%
$9.8M0.1%$202.24
0
2025-Q2
Decreased
48,770
-1.9%
$9.5M0.1%$191.58
0
2025-Q1
Decreased
49,692
-43.2%
$9.4M0.2%$183.74
0
2024-Q4
Increased
87,541
+241.8%
$16.2M0.3%$181.36
54
2024-Q3
Increased
25,610
+78.7%
$4.9M0.1%$184.97
41
2024-Q2
Increased
14,330
+34.8%
$2.5M0.1%$169.57
34
2024-Q1
Decreased
10,631
-24.8%
$1.8M0.0%$173.38
0
2023-Q4
New
14,140
-
$2.3M0.1%$159.27
36
2023-Q2
Exited
0
-100.0%
$00.0%$149.02
0
2023-Q1
Decreased
2,874
-98.1%
$437,5580.0%$142.61
0
2022-Q4
New
149,044
-
$22.6M1.0%$143.05
56
2022-Q3
Exited
0
-100.0%
$00.0%$128.83
0
2022-Q2
New
4,188
-
$607,0000.0%$135.92
34
2022-Q1
Exited
0
-100.0%
$00.0%$156.21
0
2021-Q4
Increased
88,263
+91.7%
$14.8M0.6%$155.10
63
2021-Q3
Increased
46,044
+0.3%
$7.2M0.4%$146.13
33
2021-Q2
Increased
45,910
+0.6%
$7.3M0.6%$144.62
39
2021-Q1
Increased
45,643
+0.4%
$6.9M0.7%$138.64
38
2020-Q4
New
45,459
-
$6.2M1.9%$123.15
62

Other major holders of IWD: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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