Edge Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Edge Advisors’s Portfolio IUSG Stock Details IUSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	$5.66M	Buy	98,885 +2,615	+3%	+$148K	0.51%	55
2018 Q1	$5.26M	Buy	96,270 +383	+0.4%	+$21.5K	0.5%	54
2017 Q4	$5.16M	Sell	95,887 -7,520	-7%	-$396K	0.51%	53
2017 Q3	$5.22M	Sell	103,407 -2,420	-2%	-$120K	0.57%	50
2017 Q2	$5.1M	Sell	105,827 -14,170	-12%	-$677K	0.58%	45
2017 Q1	$5.57M	Sell	119,997 -12,155	-9%	-$550K	0.68%	35
2016 Q4	$5.67M	Buy	+132,152	New	+$5.61M	0.73%	32

Other funds holding IUSG

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Alleghany Corporation New York $2.21B AUM 10.5% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Edge Advisors's IUSG Position: Q2 2018 in Review

Edge Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 2.7% in Q2 2018, buying an estimated $148K and bringing the position to 98,885 shares worth $5.66M. The position accounts for 0.51% of the portfolio, ranked #55.

Edge Advisors first reported a position in IUSG in Q4 2016 and has held it in 7 quarters since. The position peaked at $5.67M in Q4 2016. 216 funds tracked by Wall St. Rank hold IUSG as of Q2 2018.

Edge Advisors held 98,885 shares of iShares Core S&P US Growth ETF worth $5.66M as of Q2 2018.
Edge Advisors bought 2,615 iShares Core S&P US Growth ETF shares in Q2 2018, an estimated $148K.
iShares Core S&P US Growth ETF made up 0.51% of Edge Advisors's portfolio in Q2 2018, its #55 holding.
Edge Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2016 and has held it in 7 quarters since.
Edge Advisors's iShares Core S&P US Growth ETF position peaked at $5.67M in Q4 2016.
216 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2018.

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