Position history for NewEdge Wealth, LLC's holdings in ISHARES TR
NewEdge Wealth, LLC holds 271,051 shares of IWF (ISHARES TR), worth $128.3M as of 2025-Q4. The position was increased (++135.5% shares). IWF represents 1.4% of NewEdge Wealth, LLC's portfolio.
Current Value
$128.3M
Current Shares
271,051
Total Value Change
+$84.9M
Total Shares Change
+152,135
Other major holders of IWF: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC
Increased |
| 271,051 |
+135.5% |
| $128.3M |
| 1.4% |
| $476.95 |
77 |
| 2025-Q3 | Decreased | 115,089 | -0.9% | $55.2M | 0.8% | $466.09 | 0 |
| 2025-Q2 | Increased | 116,135 | +1.7% | $51.4M | 0.8% | $420.88 | 42 |
| 2025-Q1 | Decreased | 114,238 | -7.9% | $41.3M | 0.7% | $359.49 | 0 |
| 2024-Q4 | Increased | 124,024 | +7.3% | $49.8M | 0.9% | $403.59 | 44 |
| 2024-Q3 | Decreased | 115,541 | -2.8% | $43.4M | 0.8% | $371.77 | 0 |
| 2024-Q2 | Decreased | 118,916 | -0.9% | $43.3M | 0.9% | $362.15 | 0 |