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IWF
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Position history for NewEdge Wealth, LLC's holdings in iShares Trust RUS 1000 GRW ETF

NewEdge Wealth, LLC holds 243,611 shares of IWF (iShares Trust RUS 1000 GRW ETF), worth $103.9M as of 2026-Q1. The position was decreased (-10.1% shares). IWF represents 1.2% of NewEdge Wealth, LLC's portfolio.

Current Value

$103.9M

Current Shares

243,611

Total Value Change

+$60.5M

Total Shares Change

+124,695

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
243,611
-10.1%
$103.9M1.2%$448.66
0
2025-Q4
Increased
271,051
+135.5%
$128.3M1.4%$476.95
77
2025-Q3
Decreased
115,089
-0.9%
$55.2M0.8%$466.09
0
2025-Q2
Increased
116,135
+1.7%
$51.4M0.8%$420.88
42
2025-Q1
Decreased
114,238
-7.9%
$41.3M0.7%$359.49
0
2024-Q4
Increased
124,024
+7.3%
$49.8M0.9%$403.59
44
2024-Q3
Decreased
115,541
-2.8%
$43.4M0.8%$371.77
0
2024-Q2
Decreased
118,916
-0.9%
$43.3M0.9%$362.15
0

Other major holders of IWF: BANK OF AMERICA CORP /DE/, MORGAN STANLEY

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