Edge Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Edge Advisors’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	$37K	Hold	672	–	–	﹤0.01%	551
2018 Q1	$36K	Buy	672 +200	+42%	+$11.1K	﹤0.01%	566
2017 Q4	$25K	Hold	472	–	–	﹤0.01%	641
2017 Q3	$23K	Sell	472 -460	-49%	-$22.7K	﹤0.01%	637
2017 Q2	$45K	Hold	932	–	–	0.01%	522
2017 Q1	$44K	Hold	932	–	–	0.01%	535
2016 Q4	$42K	Buy	+932	New	+$41K	0.01%	495

Other funds holding IJK

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

EFS

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Edge Advisors's IJK Position: Q2 2018 in Review

Edge Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2018 at 672 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Edge Advisors first reported a position in IJK in Q4 2016 and has held it in 7 quarters since. The position peaked at $45K in Q2 2017. 492 funds tracked by Wall St. Rank hold IJK as of Q2 2018.

Edge Advisors held 672 shares of iShares S&P Mid-Cap 400 Growth ETF worth $37K as of Q2 2018.
Edge Advisors left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2018.
iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Edge Advisors's portfolio in Q2 2018, its #551 holding.
Edge Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2016 and has held it in 7 quarters since.
Edge Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $45K in Q2 2017.
492 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2018.

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