Starfire Investment Advisers’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$1.37M	Buy	28,056 +6	+0%	+$264	0.65%	45
2020 Q1	$1.02M	Sell	28,050 -1,800	-6%	-$76.3K	0.56%	49
2019 Q4	$1.31M	Sell	29,850 -960	-3%	-$40.3K	0.5%	50
2019 Q3	$1.25M	Buy	30,810 +2,310	+8%	+$96.4K	0.51%	46
2019 Q2	$1.19M	Buy	28,500 +1,122	+4%	+$45.3K	0.53%	47
2019 Q1	$1.07M	Hold	27,378	–	–	0.49%	49
2018 Q4	$887K	Buy	27,378 +7,092	+35%	+$247K	0.48%	51
2018 Q3	$797K	Sell	20,286 -7,710	-28%	-$295K	0.4%	57
2018 Q2	$1.02M	Sell	27,996 -1,020	-4%	-$36.5K	0.52%	47
2018 Q1	$1.01M	Buy	+29,016	New	+$1.02M	0.53%	43
2017 Q4	–	Sell	-27,966	Closed	-$884K	–	185
2017 Q3	$884K	Buy	27,966 +216	+0.8%	+$6.67K	0.54%	41
2017 Q2	$846K	Hold	27,750	–	–	0.5%	47
2017 Q1	$798K	Buy	27,750 +6	+0%	+$171	0.43%	52
2016 Q4	$749K	Buy	27,744 +1,164	+4%	+$31.2K	0.43%	53
2016 Q3	$722K	Sell	26,580 -720	-3%	-$19.4K	0.43%	52
2016 Q2	$710K	Hold	27,300	–	–	0.49%	45
2016 Q1	$692K	Sell	27,300 -1,020	-4%	-$24.1K	0.46%	48
2015 Q4	$729K	Hold	28,320	–	–	0.5%	46
2015 Q3	$707K	Buy	28,320 +600	+2%	+$16.1K	0.52%	46
2015 Q2	$760K	Buy	27,720 +1,080	+4%	+$30.1K	0.5%	48
2015 Q1	$741K	Buy	+26,640	New	+$712K	0.49%	49

Other funds holding IMCG

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Starfire Investment Advisers increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 0.02% in Q2 2020, buying an estimated $264 and bringing the position to 28,056 shares worth $1.37M. The position accounts for 0.65% of the portfolio, ranked #45.

Starfire Investment Advisers first reported a position in IMCG in Q1 2015 and has held it in 21 quarters since. 141 funds tracked by Wall St. Rank hold IMCG as of Q2 2020.

Starfire Investment Advisers held 28,056 shares of iShares Morningstar Mid-Cap Growth ETF worth $1.37M as of Q2 2020.
Starfire Investment Advisers bought 6 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2020, an estimated $264.
iShares Morningstar Mid-Cap Growth ETF made up 0.65% of Starfire Investment Advisers's portfolio in Q2 2020, its #45 holding.
Starfire Investment Advisers first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2015 and has held it in 21 quarters since.
141 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2020.

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