Starfire Investment Advisers’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$2.34M	Sell	27,580 -1,340	-5%	-$104K	1.12%	22
2020 Q1	$1.99M	Sell	28,920 -1,518	-5%	-$134K	1.1%	25
2019 Q4	$2.94M	Sell	30,438 -1,036	-3%	-$95.7K	1.12%	25
2019 Q3	$2.81M	Buy	31,474 +2	+0%	+$181	1.15%	25
2019 Q2	$2.87M	Sell	31,472 -608	-2%	-$54.7K	1.28%	21
2019 Q1	$2.86M	Buy	32,080 +6	+0%	+$530	1.31%	21
2018 Q4	$2.59M	Buy	32,074 +5,574	+21%	+$496K	1.39%	19
2018 Q3	$2.67M	Sell	26,500 -38,704	-59%	-$3.89M	1.33%	20
2018 Q2	$6.16M	Hold	65,204	–	–	3.12%	7
2018 Q1	$5.67M	Buy	+65,204	New	+$5.68M	2.95%	7
2017 Q4	–	Sell	-65,058	Closed	-$5.35M	–	184
2017 Q3	$5.35M	Buy	65,058 +80	+0.1%	+$6.24K	3.24%	8
2017 Q2	$5.07M	Sell	64,978 -92	-0.1%	-$7.07K	2.97%	8
2017 Q1	$4.87M	Buy	65,070 +2,696	+4%	+$204K	2.62%	9
2016 Q4	$4.68M	Buy	62,374 +1,084	+2%	+$76.4K	2.67%	9
2016 Q3	$4.2M	Buy	61,290 +3,362	+6%	+$227K	2.48%	10
2016 Q2	$3.72M	Buy	57,928 +1,858	+3%	+$117K	2.56%	9
2016 Q1	$3.48M	Buy	56,070 +1,750	+3%	+$102K	2.29%	12
2015 Q4	$3.38M	Buy	54,320 +860	+2%	+$54.5K	2.32%	11
2015 Q3	$3.21M	Buy	53,460 +170	+0.3%	+$10.9K	2.35%	11
2015 Q2	$3.49M	Buy	53,290 +1,120	+2%	+$73.1K	2.31%	11
2015 Q1	$3.39M	Buy	+52,170	New	+$3.27M	2.22%	11

Other funds holding IJT

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

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

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Starfire Investment Advisers reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 4.6% in Q2 2020, selling an estimated $104K and leaving 27,580 shares worth $2.34M. The position accounts for 1.12% of the portfolio, ranked #22.

Starfire Investment Advisers first reported a position in IJT in Q1 2015 and has held it in 21 quarters since. The position peaked at $6.16M in Q2 2018. 463 funds tracked by Wall St. Rank hold IJT as of Q2 2020.

Starfire Investment Advisers held 27,580 shares of iShares S&P Small-Cap 600 Growth ETF worth $2.34M as of Q2 2020.
Starfire Investment Advisers sold 1,340 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2020, an estimated $104K.
iShares S&P Small-Cap 600 Growth ETF made up 1.12% of Starfire Investment Advisers's portfolio in Q2 2020, its #22 holding.
Starfire Investment Advisers first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2015 and has held it in 21 quarters since.
Starfire Investment Advisers's iShares S&P Small-Cap 600 Growth ETF position peaked at $6.16M in Q2 2018.
463 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2020.

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