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SIA
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
Shares
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
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New York
$1.56T AUM
27.86%
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
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Stifel Financial
St. Louis, Missouri
$109B AUM
21.36%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
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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