Position history for NewEdge Wealth, LLC's holdings in ISHARES TR
NewEdge Wealth, LLC holds 243,611 shares of IWF (ISHARES TR), 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
Other major holders of IWF: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC
Decreased |
| 243,611 |
-10.1% |
| $103.9M |
| 1.2% |
| $448.66 |
0 |
| 2025-Q4 | 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 |