Edge Advisors’s iShares US Technology ETF IYW Stock Holding History

Edge Advisors’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	$61K	Sell	1,388 -492	-26%	-$21.8K	0.01%	480
2018 Q1	$79K	Buy	1,880 +492	+35%	+$21.2K	0.01%	447
2017 Q4	$56K	Hold	1,388	–	–	0.01%	505
2017 Q3	$52K	Hold	1,388	–	–	0.01%	497
2017 Q2	$48K	Hold	1,388	–	–	0.01%	511
2017 Q1	$46K	Hold	1,388	–	–	0.01%	523
2016 Q4	$41K	Buy	+1,388	New	+$41.4K	0.01%	500

Other funds holding IYW

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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Edge Advisors's IYW Position: Q2 2018 in Review

Edge Advisors reduced its iShares US Technology ETF (IYW) stake by 26% in Q2 2018, selling an estimated $21.8K and leaving 1,388 shares worth $61K. The position accounts for 0.01% of the portfolio, ranked #480.

Edge Advisors first reported a position in IYW in Q4 2016 and has held it in 7 quarters since. The position peaked at $79K in Q1 2018. 328 funds tracked by Wall St. Rank hold IYW as of Q2 2018.

Edge Advisors held 1,388 shares of iShares US Technology ETF worth $61K as of Q2 2018.
Edge Advisors sold 492 iShares US Technology ETF shares in Q2 2018, an estimated $21.8K.
iShares US Technology ETF made up 0.01% of Edge Advisors's portfolio in Q2 2018, its #480 holding.
Edge Advisors first reported a position in iShares US Technology ETF in Q4 2016 and has held it in 7 quarters since.
Edge Advisors's iShares US Technology ETF position peaked at $79K in Q1 2018.
328 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2018.

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