Starfire Investment Advisers’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Starfire Investment Advisers’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$2M	Sell	56,105 -1,020	-2%	-$33.9K	0.95%	27
2020 Q1	$1.64M	Sell	57,125 -108,145	-65%	-$4.02M	0.9%	27
2019 Q4	$6.8M	Buy	165,270 +2,090	+1%	+$82.8K	2.6%	8
2019 Q3	$6.31M	Buy	163,180 +3,725	+2%	+$143K	2.58%	8
2019 Q2	$6.19M	Buy	159,455 +985	+0.6%	+$37.8K	2.77%	8
2019 Q1	$6M	Sell	158,470 -225	-0.1%	-$8.31K	2.75%	8
2018 Q4	$5.27M	Sell	158,695 -94,370	-37%	-$3.44M	2.84%	8
2018 Q3	$10.2M	Buy	253,065 +198,595	+365%	+$7.98M	5.06%	2
2018 Q2	$2.12M	Sell	54,470 -460	-0.8%	-$17.8K	1.07%	25
2018 Q1	$2.06M	Buy	+54,930	New	+$2.1M	1.07%	25
2017 Q4	–	Sell	-34,310	Closed	-$1.23M	–	181
2017 Q3	$1.23M	Hold	34,310	–	–	0.74%	31
2017 Q2	$1.19M	Buy	34,310 +605	+2%	+$20.9K	0.7%	34
2017 Q1	$1.14M	Buy	33,705 +3,535	+12%	+$120K	0.61%	40
2016 Q4	$998K	Buy	30,170 +1,500	+5%	+$47.6K	0.57%	41
2016 Q3	$887K	Buy	28,670 +2,525	+10%	+$78K	0.52%	45
2016 Q2	$781K	Buy	26,145 +1,200	+5%	+$35.2K	0.54%	39
2016 Q1	$719K	Sell	24,945 -1,185	-5%	-$31.7K	0.47%	46
2015 Q4	$728K	Buy	26,130 +1,925	+8%	+$55K	0.5%	47
2015 Q3	$661K	Hold	24,205	–	–	0.48%	50
2015 Q2	$726K	Buy	24,205 +1,875	+8%	+$57.2K	0.48%	49
2015 Q1	$679K	Buy	+22,330	New	+$661K	0.44%	54

Other funds holding IJH

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Starfire Investment Advisers's IJH Position: Q2 2020 in Review

Starfire Investment Advisers reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.8% in Q2 2020, selling an estimated $33.9K and leaving 56,105 shares worth $2M. The position accounts for 0.95% of the portfolio, ranked #27.

Starfire Investment Advisers first reported a position in IJH in Q1 2015 and has held it in 21 quarters since. The position peaked at $10.2M in Q3 2018. 1,388 funds tracked by Wall St. Rank hold IJH as of Q2 2020.

Starfire Investment Advisers held 56,105 shares of iShares Core S&P Mid-Cap ETF worth $2M as of Q2 2020.
Starfire Investment Advisers sold 1,020 iShares Core S&P Mid-Cap ETF shares in Q2 2020, an estimated $33.9K.
iShares Core S&P Mid-Cap ETF made up 0.95% of Starfire Investment Advisers's portfolio in Q2 2020, its #27 holding.
Starfire Investment Advisers first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2015 and has held it in 21 quarters since.
Starfire Investment Advisers's iShares Core S&P Mid-Cap ETF position peaked at $10.2M in Q3 2018.
1,388 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2020.

Based on Starfire Investment Advisers's 13F filing for Q2 2020, filed 9 Jul 2020.