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Edge Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Edge Advisors’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		$809K Buy
5,326
+68
+1% +$10.2K 0.07% 181
2018
Q1 		$772K Buy
5,258
+260
+5% +$39.5K 0.07% 185
2017
Q4 		$742K Buy
4,998
+109
+2% +$15.8K 0.07% 182
2017
Q3 		$683K Buy
4,889
+657
+16% +$90.2K 0.07% 185
2017
Q2 		$572K Buy
4,232
+662
+19% +$88.4K 0.07% 200
2017
Q1 		$468K Buy
3,570
+459
+15% +$59.4K 0.06% 228
2016
Q4 		$387K Buy
+3,111
New +$378K 0.05% 238

Other funds holding IWB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Edge Advisors's IWB Position: Q2 2018 in Review

Edge Advisors increased its iShares Russell 1000 ETF (IWB) stake by 1.3% in Q2 2018, buying an estimated $10.2K and bringing the position to 5,326 shares worth $809K. The position accounts for 0.07% of the portfolio, ranked #181.

Edge Advisors first reported a position in IWB in Q4 2016 and has held it in 7 quarters since. 622 funds tracked by Wall St. Rank hold IWB as of Q2 2018.

  • Edge Advisors held 5,326 shares of iShares Russell 1000 ETF worth $809K as of Q2 2018.
  • Edge Advisors bought 68 iShares Russell 1000 ETF shares in Q2 2018, an estimated $10.2K.
  • iShares Russell 1000 ETF made up 0.07% of Edge Advisors's portfolio in Q2 2018, its #181 holding.
  • Edge Advisors first reported a position in iShares Russell 1000 ETF in Q4 2016 and has held it in 7 quarters since.
  • 622 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2018.

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