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

Starfire Investment Advisers’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$4.12M Buy
60,385
+376
+0.6% +$23.7K 1.97% 12
2020
Q1 		$3.37M Sell
60,009
-3,803
-6% -$283K 1.85% 15
2019
Q4 		$5.35M Buy
63,812
+418
+0.7% +$33.6K 2.04% 13
2019
Q3 		$4.93M Buy
63,394
+1,478
+2% +$114K 2.02% 13
2019
Q2 		$4.85M Sell
61,916
-413
-0.7% -$32.1K 2.17% 11
2019
Q1 		$4.81M Buy
62,329
+373
+0.6% +$28.6K 2.21% 10
2018
Q4 		$4.29M Buy
61,956
+11,630
+23% +$899K 2.31% 12
2018
Q3 		$4.39M Sell
50,326
-7,330
-13% -$642K 2.18% 14
2018
Q2 		$4.81M Buy
57,656
+6,084
+12% +$496K 2.44% 8
2018
Q1 		$3.97M Buy
+51,572
New +$4.01M 2.07% 14
2017
Q4 		– Sell
-47,504
Closed -$3.52M – 183
2017
Q3 		$3.52M Buy
47,504
+573
+1% +$40.2K 2.14% 13
2017
Q2 		$3.29M Buy
46,931
+343
+0.7% +$23.8K 1.93% 14
2017
Q1 		$3.15M Buy
46,588
+1,462
+3% +$101K 1.7% 16
2016
Q4 		$3.1M Buy
45,126
+856
+2% +$55.2K 1.77% 15
2016
Q3 		$2.75M Sell
44,270
-192
-0.4% -$11.7K 1.62% 17
2016
Q2 		$2.58M Sell
44,462
-1,004
-2% -$57.2K 1.78% 16
2016
Q1 		$2.56M Sell
45,466
-1,076
-2% -$56.2K 1.68% 16
2015
Q4 		$2.56M Buy
46,542
+2,360
+5% +$133K 1.76% 16
2015
Q3 		$2.35M Buy
44,182
+1,190
+3% +$67.5K 1.72% 16
2015
Q2 		$2.53M Buy
42,992
+290
+0.7% +$17.1K 1.68% 16
2015
Q1 		$2.52M Buy
+42,702
New +$2.45M 1.65% 16

Other funds holding IJR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Starfire Investment Advisers increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.63% in Q2 2020, buying an estimated $23.7K and bringing the position to 60,385 shares worth $4.12M. The position accounts for 1.97% of the portfolio, ranked #12.

Starfire Investment Advisers first reported a position in IJR in Q1 2015 and has held it in 21 quarters since. The position peaked at $5.35M in Q4 2019. 1,439 funds tracked by Wall St. Rank hold IJR as of Q2 2020.

  • Starfire Investment Advisers held 60,385 shares of iShares Core S&P Small-Cap ETF worth $4.12M as of Q2 2020.
  • Starfire Investment Advisers bought 376 iShares Core S&P Small-Cap ETF shares in Q2 2020, an estimated $23.7K.
  • iShares Core S&P Small-Cap ETF made up 1.97% of Starfire Investment Advisers's portfolio in Q2 2020, its #12 holding.
  • Starfire Investment Advisers first reported a position in iShares Core S&P Small-Cap ETF in Q1 2015 and has held it in 21 quarters since.
  • Starfire Investment Advisers's iShares Core S&P Small-Cap ETF position peaked at $5.35M in Q4 2019.
  • 1,439 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2020.

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