Edge Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Edge Advisors’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	$20.8M	Buy	578,316 +26,580	+5%	+$938K	1.86%	8
2018 Q1	$18.8M	Buy	551,736 +101,752	+23%	+$3.57M	1.77%	8
2017 Q4	$15.2M	Buy	449,984 +232,580	+107%	+$7.62M	1.49%	9
2017 Q3	$6.8M	Sell	217,404 -18,488	-8%	-$566K	0.74%	34
2017 Q2	$7.02M	Buy	235,892 +171,720	+268%	+$5.04M	0.8%	28
2017 Q1	$1.82M	Buy	64,172 +7,536	+13%	+$209K	0.22%	104
2016 Q4	$1.49M	Buy	+56,636	New	+$1.47M	0.19%	123

Other funds holding IWF

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

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

RJA

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

Edge Advisors's IWF Position: Q2 2018 in Review

Edge Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 4.8% in Q2 2018, buying an estimated $938K and bringing the position to 578,316 shares worth $20.8M. The position accounts for 1.86% of the portfolio, ranked #8.

Edge Advisors first reported a position in IWF in Q4 2016 and has held it in 7 quarters since. 960 funds tracked by Wall St. Rank hold IWF as of Q2 2018.

Edge Advisors held 578,316 shares of iShares Russell 1000 Growth ETF worth $20.8M as of Q2 2018.
Edge Advisors bought 26,580 iShares Russell 1000 Growth ETF shares in Q2 2018, an estimated $938K.
iShares Russell 1000 Growth ETF made up 1.86% of Edge Advisors's portfolio in Q2 2018, its #8 holding.
Edge Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2016 and has held it in 7 quarters since.
960 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2018.

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