Starfire Investment Advisers’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$929K	Buy	3,000 +4	+0.1%	+$1.17K	0.44%	59
2020 Q1	$774K	Hold	2,996	–	–	0.43%	63
2019 Q4	$968K	Buy	2,996 +4	+0.1%	+$1.24K	0.37%	64
2019 Q3	$893K	Hold	2,992	–	–	0.37%	65
2019 Q2	$882K	Buy	2,992 +2	+0.1%	+$580	0.39%	59
2019 Q1	$851K	Sell	2,990 -209	-7%	-$57.1K	0.39%	60
2018 Q4	$805K	Buy	3,199 +317	+11%	+$86.1K	0.43%	54
2018 Q3	$843K	Sell	2,882 -312	-10%	-$89.5K	0.42%	54
2018 Q2	$872K	Buy	3,194 +584	+22%	+$159K	0.44%	53
2018 Q1	$692K	Buy	+2,610	New	+$718K	0.36%	67
2017 Q4	–	Sell	-2,576	Closed	-$651K	–	188
2017 Q3	$651K	Buy	2,576 +1	+0%	+$248	0.39%	55
2017 Q2	$626K	Hold	2,575	–	–	0.37%	64
2017 Q1	$607K	Buy	2,575 +92	+4%	+$21.5K	0.33%	67
2016 Q4	$559K	Buy	2,483 +4	+0.2%	+$879	0.32%	70
2016 Q3	$539K	Buy	2,479 +65	+3%	+$14.1K	0.32%	70
2016 Q2	$508K	Buy	2,414 +1	+0%	+$209	0.35%	64
2016 Q1	$499K	Hold	2,413	–	–	0.33%	67
2015 Q4	$494K	Hold	2,413	–	–	0.34%	69
2015 Q3	$465K	Sell	2,413 -405	-14%	-$82.7K	0.34%	69
2015 Q2	$584K	Sell	2,818 -55	-2%	-$11.6K	0.39%	62
2015 Q1	$597K	Buy	+2,873	New	+$597K	0.39%	60

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

Starfire Investment Advisers increased its iShares Core S&P 500 ETF (IVV) stake by 0.13% in Q2 2020, buying an estimated $1.17K and bringing the position to 3,000 shares worth $929K. The position accounts for 0.44% of the portfolio, ranked #59.

Starfire Investment Advisers first reported a position in IVV in Q1 2015 and has held it in 21 quarters since. The position peaked at $968K in Q4 2019. 1,894 funds tracked by Wall St. Rank hold IVV as of Q2 2020.

Starfire Investment Advisers held 3,000 shares of iShares Core S&P 500 ETF worth $929K as of Q2 2020.
Starfire Investment Advisers bought 4 iShares Core S&P 500 ETF shares in Q2 2020, an estimated $1.17K.
iShares Core S&P 500 ETF made up 0.44% of Starfire Investment Advisers's portfolio in Q2 2020, its #59 holding.
Starfire Investment Advisers first reported a position in iShares Core S&P 500 ETF in Q1 2015 and has held it in 21 quarters since.
Starfire Investment Advisers's iShares Core S&P 500 ETF position peaked at $968K in Q4 2019.
1,894 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2020.

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