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USIGUSIG
20 quarters

Position history for NewEdge Wealth, LLCNewEdge Wealth, LLC's holdings in ISHARES TR

NewEdge Wealth, LLC holds 50,875 shares of USIG (ISHARES TR), worth $2.6M as of 2026-Q2. The position was decreased (-7.0% shares). USIG represents 0.0% of NewEdge Wealth, LLC's portfolio.

Current Value

$2.6M

Current Shares

50,875

Total Value Change

-$7.9M

Total Shares Change

-118,691

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
50,875
-7.0%
$2.6M0.0%$50.88
0
2026-Q1
New
54,708
-
$2.8M0.0%$50.22
36
2025-Q1
Exited
0
-100.0%
$00.0%$47.80
0
2024-Q4
Decreased
6,481
-98.8%
$325,8680.0%$46.69
0
2024-Q3
Increased
560,701
+2.5%
$29.5M0.5%$48.09
42
2024-Q2
Decreased
547,195
-2.1%
$27.5M0.6%$45.41
0
2024-Q1
Increased
559,179
+50.1%
$27.7M0.6%$45.41
56
2023-Q4
Increased
372,404
+2.0%
$19.1M0.5%$45.52
35
2023-Q3
Increased
365,002
+19.1%
$17.5M0.6%$42.08
47
2023-Q2
Increased
306,572
+47.5%
$15.4M0.5%$43.40
54
2023-Q1
Increased
207,826
+6.5%
$10.5M0.4%$43.46
35
2022-Q4
Decreased
195,169
-1.7%
$9.6M0.4%$41.88
0
2022-Q3
Decreased
198,585
-45.6%
$9.5M0.5%$40.50
0
2022-Q2
Decreased
365,297
-5.6%
$18.6M0.8%$42.63
0
2022-Q1
Increased
386,874
+32.4%
$21.3M0.9%$45.73
51
2021-Q4
Increased
292,105
+9.8%
$17.5M0.7%$49.44
44
2021-Q3
Increased
266,029
+3.3%
$16M1.0%$49.37
41
2021-Q2
Decreased
257,457
-18.0%
$15.6M1.2%$49.49
0
2021-Q1
Increased
314,083
+85.2%
$18.5M1.8%$47.94
69
2020-Q4
New
169,566
-
$10.5M3.2%$50.11
77

Other major holders of USIG: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/, UBS Group AG

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