Edge Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Edge Advisors’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	$81K	Hold	2,000	–	–	0.01%	433
2018 Q1	$77K	Buy	+2,000	New	+$79.8K	0.01%	458
2017 Q3	–	Sell	-460	Closed	-$15K	–	935
2017 Q2	$15K	Hold	460	–	–	﹤0.01%	697
2017 Q1	$15K	Hold	460	–	–	﹤0.01%	714
2016 Q4	$14K	Buy	+460	New	+$13.9K	﹤0.01%	657

Other funds holding IVW

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 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

Edge Advisors's IVW Position: Q2 2018 in Review

Edge Advisors held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2018 at 2,000 shares worth $81K. The position accounts for 0.01% of the portfolio, ranked #433.

Edge Advisors first reported a position in IVW in Q4 2016 and has held it in 5 quarters since. 749 funds tracked by Wall St. Rank hold IVW as of Q2 2018.

Edge Advisors held 2,000 shares of iShares S&P 500 Growth ETF worth $81K as of Q2 2018.
Edge Advisors left its iShares S&P 500 Growth ETF share count unchanged in Q2 2018.
iShares S&P 500 Growth ETF made up 0.01% of Edge Advisors's portfolio in Q2 2018, its #433 holding.
Edge Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2016 and has held it in 5 quarters since.
749 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2018.

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