Starfire Investment Advisers’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$6.73M	Buy	120,252 +5,060	+4%	+$263K	3.22%	5
2020 Q1	$5.14M	Sell	115,192 -6,528	-5%	-$359K	2.83%	5
2019 Q4	$7.25M	Sell	121,720 -476	-0.4%	-$27.3K	2.77%	6
2019 Q3	$6.84M	Sell	122,196 -1,704	-1%	-$95.8K	2.8%	6
2019 Q2	$7.01M	Sell	123,900 -184	-0.1%	-$10.2K	3.13%	6
2019 Q1	$6.8M	Sell	124,084 -820	-0.7%	-$43.3K	3.12%	7
2018 Q4	$5.97M	Buy	124,904 +10,556	+9%	+$553K	3.22%	6
2018 Q3	$6.66M	Sell	114,348 -12,780	-10%	-$742K	3.31%	10
2018 Q2	$7.14M	Sell	127,128 -1,948	-2%	-$109K	3.62%	5
2018 Q1	$7.04M	Buy	+129,076	New	+$7.14M	3.67%	5
2017 Q4	–	Sell	-127,976	Closed	-$6.47M	–	182
2017 Q3	$6.47M	Buy	127,976 +2,036	+2%	+$100K	3.93%	5
2017 Q2	$6.19M	Sell	125,940 -412	-0.3%	-$20K	3.62%	5
2017 Q1	$5.97M	Buy	126,352 +6,732	+6%	+$318K	3.21%	6
2016 Q4	$5.45M	Buy	119,620 +7,372	+7%	+$325K	3.11%	6
2016 Q3	$4.9M	Buy	112,248 +2,180	+2%	+$95.7K	2.9%	7
2016 Q2	$4.65M	Buy	110,068 +1,156	+1%	+$47.9K	3.2%	6
2016 Q1	$4.43M	Buy	108,912 +3,584	+3%	+$137K	2.91%	7
2015 Q4	$4.24M	Buy	105,328 +1,720	+2%	+$70.4K	2.91%	8
2015 Q3	$4.07M	Sell	103,608 -1,160	-1%	-$48.4K	2.97%	7
2015 Q2	$4.44M	Sell	104,768 -916	-0.9%	-$39.2K	2.94%	8
2015 Q1	$4.53M	Buy	+105,684	New	+$4.38M	2.97%	8

Other funds holding IJK

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

Starfire Investment Advisers increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 4.4% in Q2 2020, buying an estimated $263K and bringing the position to 120,252 shares worth $6.73M. The position accounts for 3.22% of the portfolio, ranked #5.

Starfire Investment Advisers first reported a position in IJK in Q1 2015 and has held it in 21 quarters since. The position peaked at $7.25M in Q4 2019. 569 funds tracked by Wall St. Rank hold IJK as of Q2 2020.

Starfire Investment Advisers held 120,252 shares of iShares S&P Mid-Cap 400 Growth ETF worth $6.73M as of Q2 2020.
Starfire Investment Advisers bought 5,060 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2020, an estimated $263K.
iShares S&P Mid-Cap 400 Growth ETF made up 3.22% of Starfire Investment Advisers's portfolio in Q2 2020, its #5 holding.
Starfire Investment Advisers first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2015 and has held it in 21 quarters since.
Starfire Investment Advisers's iShares S&P Mid-Cap 400 Growth ETF position peaked at $7.25M in Q4 2019.
569 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2020.

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