Edge Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Edge Advisors’s Portfolio IWO Stock Details IWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	$36K	Sell	180 -100	-36%	-$20K	﹤0.01%	557
2018 Q1	$53K	Buy	280 +100	+56%	+$19.2K	0.01%	518
2017 Q4	$33K	Hold	180	–	–	﹤0.01%	589
2017 Q3	$32K	Hold	180	–	–	﹤0.01%	579
2017 Q2	$30K	Hold	180	–	–	﹤0.01%	593
2017 Q1	$29K	Buy	+180	New	+$28.6K	﹤0.01%	612

Other funds holding IWO

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

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

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

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

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

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

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

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

Edge Advisors's IWO Position: Q2 2018 in Review

Edge Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 36% in Q2 2018, selling an estimated $20K and leaving 180 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Edge Advisors first reported a position in IWO in Q1 2017 and has held it in 6 quarters since. The position peaked at $53K in Q1 2018. 593 funds tracked by Wall St. Rank hold IWO as of Q2 2018.

Edge Advisors held 180 shares of iShares Russell 2000 Growth ETF worth $36K as of Q2 2018.
Edge Advisors sold 100 iShares Russell 2000 Growth ETF shares in Q2 2018, an estimated $20K.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Edge Advisors's portfolio in Q2 2018, its #557 holding.
Edge Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2017 and has held it in 6 quarters since.
Edge Advisors's iShares Russell 2000 Growth ETF position peaked at $53K in Q1 2018.
593 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2018.

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