Edge Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Edge Advisors’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	$12.8M	Buy	77,972 +12,466	+19%	+$1.99M	1.14%	13
2018 Q1	$9.95M	Buy	65,506 +42,735	+188%	+$6.6M	0.94%	17
2017 Q4	$3.47M	Buy	22,771 +163	+0.7%	+$24.5K	0.34%	76
2017 Q3	$3.35M	Buy	22,608 +703	+3%	+$98.9K	0.36%	70
2017 Q2	$3.09M	Sell	21,905 -2,535	-10%	-$351K	0.35%	71
2017 Q1	$3.36M	Buy	24,440 +1,916	+9%	+$262K	0.41%	59
2016 Q4	$3.04M	Buy	+22,524	New	+$2.88M	0.39%	64

Other funds holding IWM

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

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

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

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

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

Citigroup New York $235B AUM 32.99% 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

Edge Advisors's IWM Position: Q2 2018 in Review

Edge Advisors increased its iShares Russell 2000 ETF (IWM) stake by 19% in Q2 2018, buying an estimated $1.99M and bringing the position to 77,972 shares worth $12.8M. The position accounts for 1.14% of the portfolio, ranked #13.

Edge Advisors first reported a position in IWM in Q4 2016 and has held it in 7 quarters since. 1,269 funds tracked by Wall St. Rank hold IWM as of Q2 2018.

Edge Advisors held 77,972 shares of iShares Russell 2000 ETF worth $12.8M as of Q2 2018.
Edge Advisors bought 12,466 iShares Russell 2000 ETF shares in Q2 2018, an estimated $1.99M.
iShares Russell 2000 ETF made up 1.14% of Edge Advisors's portfolio in Q2 2018, its #13 holding.
Edge Advisors first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 7 quarters since.
1,269 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2018.

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