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IWFIWF
23 quarters

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

NewEdge Wealth, LLC holds 1M shares of IWF (ISHARES TR RUSSELL 1000 GROWTH INDEX FUND), worth $126.6M as of 2026-Q2. The position was increased (+318.6% shares). IWF represents 1.3% of NewEdge Wealth, LLC's portfolio.

Current Value

$126.6M

Current Shares

1M

Total Value Change

+$107.1M

Total Shares Change

+939,011

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1M
+318.6%
$126.6M1.3%$124.17
77
2026-Q1
Decreased
243,611
-10.1%
$103.9M1.2%$106.51
0
2025-Q4
Increased
271,051
+135.5%
$128.3M1.4%$118.12
77
2025-Q3
Decreased
115,089
-0.9%
$55.2M0.8%$116.78
0
2025-Q2
Increased
116,135
+1.7%
$51.4M0.8%$105.75
42
2025-Q1
Decreased
114,238
-7.9%
$41.3M0.7%$89.85
0
2024-Q4
Increased
124,024
+7.3%
$49.8M0.9%$99.82
44
2024-Q3
Decreased
115,541
-2.8%
$43.4M0.8%$93.21
0
2024-Q2
Decreased
118,916
-0.9%
$43.3M0.9%$90.38
0
2024-Q1
Decreased
120,055
-9.6%
$39.1M0.9%$83.47
0
2023-Q4
Increased
132,793
+0.8%
$40.3M1.0%$74.98
46
2023-Q3
Decreased
131,726
-0.5%
$35M1.1%$65.66
0
2023-Q2
Decreased
132,353
-1.7%
$36.4M1.2%$67.80
0
2023-Q1
Decreased
134,581
-12.0%
$32.9M1.2%$60.11
0
2022-Q4
Increased
152,937
+3.5%
$32.8M1.4%$52.59
47
2022-Q3
Decreased
147,749
-1.4%
$31.1M1.5%$51.52
0
2022-Q2
Decreased
149,903
-1.9%
$32.8M1.5%$53.40
0
2022-Q1
Decreased
152,790
-26.8%
$42.4M1.9%$67.68
0
2021-Q4
Increased
208,845
+41.2%
$63.8M2.7%$74.39
67
2021-Q3
Decreased
147,917
-1.8%
$40.5M2.4%$66.62
0
2021-Q2
Increased
150,570
+3.5%
$40.9M3.1%$65.89
55
2021-Q1
Increased
145,523
+80.0%
$35.4M3.5%$58.92
81
2020-Q4
New
80,839
-
$19.5M6.0%$58.37
88

Other major holders of IWF: Steward Partners Investment Advisory, LLC, MORGAN STANLEY, BANK OF AMERICA CORP /DE/

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