Starfire Investment Advisers’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$739K	Hold	14,264	–	–	0.35%	72
2020 Q1	$588K	Hold	14,264	–	–	0.32%	75
2019 Q4	$690K	Hold	14,264	–	–	0.26%	82
2019 Q3	$641K	Sell	14,264 -924	-6%	-$41.8K	0.26%	85
2019 Q2	$680K	Hold	15,188	–	–	0.3%	78
2019 Q1	$654K	Sell	15,188 -1,760	-10%	-$72.1K	0.3%	77
2018 Q4	$638K	Sell	16,948 -3,148	-16%	-$127K	0.34%	72
2018 Q3	$890K	Sell	20,096 -96	-0.5%	-$4.13K	0.44%	48
2018 Q2	$820K	Sell	20,192 -1,456	-7%	-$58.5K	0.42%	59
2018 Q1	$839K	Buy	+21,648	New	+$864K	0.44%	56
2017 Q4	–	Sell	-82,080	Closed	-$2.94M	–	189
2017 Q3	$2.94M	Buy	82,080 +208	+0.3%	+$7.33K	1.78%	16
2017 Q2	$2.8M	Hold	81,872	–	–	1.64%	17
2017 Q1	$2.68M	Sell	81,872 -1,128	-1%	-$36.2K	1.44%	20
2016 Q4	$2.53M	Buy	83,000 +876	+1%	+$26.5K	1.44%	19
2016 Q3	$2.5M	Buy	82,124 +1,300	+2%	+$39.4K	1.48%	19
2016 Q2	$2.36M	Buy	80,824 +2,068	+3%	+$60K	1.62%	17
2016 Q1	$2.28M	Buy	78,756 +10,800	+16%	+$297K	1.5%	20
2015 Q4	$1.97M	Hold	67,956	–	–	1.35%	20
2015 Q3	$1.83M	Hold	67,956	–	–	1.34%	20
2015 Q2	$1.93M	Hold	67,956	–	–	1.28%	21
2015 Q1	$1.94M	Buy	+67,956	New	+$1.93M	1.27%	21

Other funds holding IVW

JP Morgan Chase New York $1.81T AUM 41.13% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

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

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

Starfire Investment Advisers held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2020 at 14,264 shares worth $739K. The position accounts for 0.35% of the portfolio, ranked #72.

Starfire Investment Advisers first reported a position in IVW in Q1 2015 and has held it in 21 quarters since. The position peaked at $2.94M in Q3 2017. 996 funds tracked by Wall St. Rank hold IVW as of Q2 2020.

Starfire Investment Advisers held 14,264 shares of iShares S&P 500 Growth ETF worth $739K as of Q2 2020.
Starfire Investment Advisers left its iShares S&P 500 Growth ETF share count unchanged in Q2 2020.
iShares S&P 500 Growth ETF made up 0.35% of Starfire Investment Advisers's portfolio in Q2 2020, its #72 holding.
Starfire Investment Advisers first reported a position in iShares S&P 500 Growth ETF in Q1 2015 and has held it in 21 quarters since.
Starfire Investment Advisers's iShares S&P 500 Growth ETF position peaked at $2.94M in Q3 2017.
996 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2020.

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