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

Edge Advisors’s Portfolio IWS Stock Details IWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	$425K	Hold	4,808	–	–	0.04%	233
2018 Q1	$415K	Buy	4,808 +302	+7%	+$26.8K	0.04%	239
2017 Q4	$401K	Hold	4,506	–	–	0.04%	237
2017 Q3	$382K	Hold	4,506	–	–	0.04%	243
2017 Q2	$378K	Hold	4,506	–	–	0.04%	243
2017 Q1	$373K	Buy	4,506 +900	+25%	+$74.4K	0.05%	252
2016 Q4	$290K	Buy	+3,606	New	+$281K	0.04%	274

Other funds holding IWS

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

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

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Edge Advisors's IWS Position: Q2 2018 in Review

Edge Advisors held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2018 at 4,808 shares worth $425K. The position accounts for 0.04% of the portfolio, ranked #233.

Edge Advisors first reported a position in IWS in Q4 2016 and has held it in 7 quarters since. 493 funds tracked by Wall St. Rank hold IWS as of Q2 2018.

Edge Advisors held 4,808 shares of iShares Russell Mid-Cap Value ETF worth $425K as of Q2 2018.
Edge Advisors left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2018.
iShares Russell Mid-Cap Value ETF made up 0.04% of Edge Advisors's portfolio in Q2 2018, its #233 holding.
Edge Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2016 and has held it in 7 quarters since.
493 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2018.

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