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Edge Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Edge Advisors’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		$2.84M Buy
17,512
+90
+0.5% +$14.5K 0.25% 97
2018
Q1 		$2.72M Sell
17,422
-156
-0.9% -$25.2K 0.26% 97
2017
Q4 		$2.78M Buy
17,578
+684
+4% +$105K 0.27% 94
2017
Q3 		$2.52M Sell
16,894
-401
-2% -$58.5K 0.27% 94
2017
Q2 		$2.49M Buy
17,295
+592
+4% +$84.1K 0.28% 87
2017
Q1 		$2.34M Sell
16,703
-1,327
-7% -$183K 0.29% 82
2016
Q4 		$2.4M Buy
+18,030
New +$2.34M 0.31% 80

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $239M AUM 19.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Edge Advisors's IWV Position: Q2 2018 in Review

Edge Advisors increased its iShares Russell 3000 ETF (IWV) stake by 0.52% in Q2 2018, buying an estimated $14.5K and bringing the position to 17,512 shares worth $2.84M. The position accounts for 0.25% of the portfolio, ranked #97.

Edge Advisors first reported a position in IWV in Q4 2016 and has held it in 7 quarters since. 424 funds tracked by Wall St. Rank hold IWV as of Q2 2018.

  • Edge Advisors held 17,512 shares of iShares Russell 3000 ETF worth $2.84M as of Q2 2018.
  • Edge Advisors bought 90 iShares Russell 3000 ETF shares in Q2 2018, an estimated $14.5K.
  • iShares Russell 3000 ETF made up 0.25% of Edge Advisors's portfolio in Q2 2018, its #97 holding.
  • Edge Advisors first reported a position in iShares Russell 3000 ETF in Q4 2016 and has held it in 7 quarters since.
  • 424 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2018.

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