Edge Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Edge Advisors’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	$114K	Sell	1,810 -510	-22%	-$32.1K	0.01%	382
2018 Q1	$142K	Buy	2,320 +860	+59%	+$53.7K	0.01%	357
2017 Q4	$88K	Hold	1,460	–	–	0.01%	418
2017 Q3	$82K	Hold	1,460	–	–	0.01%	421
2017 Q2	$78K	Hold	1,460	–	–	0.01%	432
2017 Q1	$75K	Buy	+1,460	New	+$74.5K	0.01%	452

Other funds holding IWP

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Edge Advisors's IWP Position: Q2 2018 in Review

Edge Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 22% in Q2 2018, selling an estimated $32.1K and leaving 1,810 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #382.

Edge Advisors first reported a position in IWP in Q1 2017 and has held it in 6 quarters since. The position peaked at $142K in Q1 2018. 494 funds tracked by Wall St. Rank hold IWP as of Q2 2018.

Edge Advisors held 1,810 shares of iShares Russell Mid-Cap Growth ETF worth $114K as of Q2 2018.
Edge Advisors sold 510 iShares Russell Mid-Cap Growth ETF shares in Q2 2018, an estimated $32.1K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Edge Advisors's portfolio in Q2 2018, its #382 holding.
Edge Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2017 and has held it in 6 quarters since.
Edge Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $142K in Q1 2018.
494 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2018.

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