IAG
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Investment Advisory Group’s Edwards Lifesciences EW Stock Holding History

Investment Advisory Group’s Portfolio EW Stock Details EW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,140
Closed -$290K – 171
2024
Q2 		$290K Buy
3,140
+3
+0.1% +$266 0.11% 124
2024
Q1 		$300K Sell
3,137
-246
-7% -$20.7K 0.12% 115
2023
Q4 		$258K Buy
3,383
+9
+0.3% +$626 0.12% 121
2023
Q3 		$234K Hold
3,374
– – 0.12% 121
2023
Q2 		$318K Sell
3,374
-200
-6% -$17.4K 0.16% 94
2023
Q1 		$296K Hold
3,574
– – 0.17% 103
2022
Q4 		$267K Hold
3,574
– – 0.16% 107
2022
Q3 		$295K Hold
3,574
– – 0.2% 89
2022
Q2 		$340K Buy
+3,574
New +$370K 0.23% 80

Other funds holding EW

Vanguard Group
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return