Edge Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Edge Advisors’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	$5.34M	Buy	19,545 +88	+0.5%	+$23.9K	0.48%	56
2018 Q1	$5.16M	Sell	19,457 -283	-1%	-$77.8K	0.49%	56
2017 Q4	$5.31M	Buy	19,740 +1,663	+9%	+$436K	0.52%	52
2017 Q3	$4.57M	Hold	18,077	–	–	0.5%	56
2017 Q2	$4.4M	Sell	18,077 -54	-0.3%	-$13K	0.5%	51
2017 Q1	$4.3M	Buy	18,131 +550	+3%	+$129K	0.53%	48
2016 Q4	$3.96M	Buy	+17,581	New	+$3.86M	0.51%	50

Other funds holding IVV

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Edge Advisors's IVV Position: Q2 2018 in Review

Edge Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.45% in Q2 2018, buying an estimated $23.9K and bringing the position to 19,545 shares worth $5.34M. The position accounts for 0.48% of the portfolio, ranked #56.

Edge Advisors first reported a position in IVV in Q4 2016 and has held it in 7 quarters since. 1,397 funds tracked by Wall St. Rank hold IVV as of Q2 2018.

Edge Advisors held 19,545 shares of iShares Core S&P 500 ETF worth $5.34M as of Q2 2018.
Edge Advisors bought 88 iShares Core S&P 500 ETF shares in Q2 2018, an estimated $23.9K.
iShares Core S&P 500 ETF made up 0.48% of Edge Advisors's portfolio in Q2 2018, its #56 holding.
Edge Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2016 and has held it in 7 quarters since.
1,397 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2018.

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