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SIA
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
Shares
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
$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
SI
Stephens Inc
Little Rock, Arkansas
$7.99B AUM
21.6%
1-Year Est. Return
MTC
Matrix Trust Company
Denver, Colorado
$690M AUM
19.61%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
Susquehanna International Group
Bala Cynwyd, Pennsylvania
$893B AUM
36.07%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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