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

Edge Advisors’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	$79K	Hold	1,508	–	–	0.01%	439
2018 Q1	$77K	Sell	1,508 -428	-22%	-$22.6K	0.01%	459
2017 Q4	$100K	Hold	1,936	–	–	0.01%	395
2017 Q3	$95K	Hold	1,936	–	–	0.01%	394
2017 Q2	$92K	Hold	1,936	–	–	0.01%	408
2017 Q1	$90K	Hold	1,936	–	–	0.01%	422
2016 Q4	$86K	Buy	+1,936	New	+$84.7K	0.01%	405

Other funds holding IWR

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Edge Advisors's IWR Position: Q2 2018 in Review

Edge Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2018 at 1,508 shares worth $79K. The position accounts for 0.01% of the portfolio, ranked #439.

Edge Advisors first reported a position in IWR in Q4 2016 and has held it in 7 quarters since. The position peaked at $100K in Q4 2017. 670 funds tracked by Wall St. Rank hold IWR as of Q2 2018.

Edge Advisors held 1,508 shares of iShares Russell Mid-Cap ETF worth $79K as of Q2 2018.
Edge Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2018.
iShares Russell Mid-Cap ETF made up 0.01% of Edge Advisors's portfolio in Q2 2018, its #439 holding.
Edge Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2016 and has held it in 7 quarters since.
Edge Advisors's iShares Russell Mid-Cap ETF position peaked at $100K in Q4 2017.
670 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2018.

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