Edge Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Edge Wealth Management’s Portfolio IWY Stock Details IWY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-411	Closed	-$30K	–	569
2017 Q4	$30K	Hold	411	–	–	0.01%	270
2017 Q3	$28K	Hold	411	–	–	0.01%	272
2017 Q2	$27K	Hold	411	–	–	0.01%	271
2017 Q1	$25K	Hold	411	–	–	0.01%	270
2016 Q4	$23K	Hold	411	–	–	0.01%	261
2016 Q3	$23K	Buy	+411	New	+$22.9K	0.01%	256

Other funds holding IWY

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Edge Wealth Management's IWY Position: Q1 2018 in Review

Edge Wealth Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2018, closing a stake of 411 shares — an estimated $30K sold.

Edge Wealth Management first reported a position in IWY in Q3 2016 and held it in 6 quarters. The position peaked at $30K in Q4 2017. 92 funds tracked by Wall St. Rank hold IWY as of Q1 2018.

Edge Wealth Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2018 after selling out during the quarter.
Edge Wealth Management sold 411 iShares Russell Top 200 Growth ETF shares in Q1 2018, an estimated $30K.
Edge Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q3 2016 and held it in 6 quarters.
Edge Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $30K in Q4 2017.
92 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2018.

Based on Edge Wealth Management's 13F filing for Q1 2018, filed 5 Apr 2018.