Edge Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Edge Advisors’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	$2.07M	Hold	53,095	–	–	0.18%	116
2018 Q1	$1.99M	Sell	53,095 -3,410	-6%	-$130K	0.19%	119
2017 Q4	$2.14M	Buy	56,505 +4,150	+8%	+$153K	0.21%	109
2017 Q3	$1.87M	Buy	52,355 +1,225	+2%	+$42.7K	0.2%	108
2017 Q2	$1.78M	Hold	51,130	–	–	0.2%	114
2017 Q1	$1.75M	Buy	51,130 +3,000	+6%	+$102K	0.21%	109
2016 Q4	$1.59M	Buy	+48,130	New	+$1.53M	0.2%	117

Other funds holding IJH

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Edge Advisors's IJH Position: Q2 2018 in Review

Edge Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2018 at 53,095 shares worth $2.07M. The position accounts for 0.18% of the portfolio, ranked #116.

Edge Advisors first reported a position in IJH in Q4 2016 and has held it in 7 quarters since. The position peaked at $2.14M in Q4 2017. 1,131 funds tracked by Wall St. Rank hold IJH as of Q2 2018.

Edge Advisors held 53,095 shares of iShares Core S&P Mid-Cap ETF worth $2.07M as of Q2 2018.
Edge Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2018.
iShares Core S&P Mid-Cap ETF made up 0.18% of Edge Advisors's portfolio in Q2 2018, its #116 holding.
Edge Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 7 quarters since.
Edge Advisors's iShares Core S&P Mid-Cap ETF position peaked at $2.14M in Q4 2017.
1,131 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.