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Starfire Investment Advisers’s iShares Russell 1000 ETF IWB Stock Holding History

Starfire Investment Advisers’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$1.41M Buy
8,224
+8
+0.1% +$1.29K 0.67% 41
2020
Q1 		$1.16M Sell
8,216
-867
-10% -$147K 0.64% 40
2019
Q4 		$1.62M Sell
9,083
-8
-0.1% -$1.36K 0.62% 41
2019
Q3 		$1.5M Buy
9,091
+340
+4% +$55.8K 0.61% 41
2019
Q2 		$1.42M Sell
8,751
-34
-0.4% -$5.44K 0.64% 42
2019
Q1 		$1.38M Sell
8,785
-88
-1% -$13.3K 0.63% 41
2018
Q4 		$1.23M Buy
8,873
+846
+11% +$127K 0.66% 42
2018
Q3 		$1.3M Sell
8,027
-1,502
-16% -$238K 0.64% 35
2018
Q2 		$1.45M Sell
9,529
-190
-2% -$28.6K 0.73% 35
2018
Q1 		$1.43M Buy
+9,719
New +$1.48M 0.74% 34
2017
Q4 		– Sell
-10,413
Closed -$1.46M – 190
2017
Q3 		$1.46M Buy
10,413
+8
+0.1% +$1.1K 0.88% 29
2017
Q2 		$1.41M Buy
10,405
+185
+2% +$24.7K 0.82% 32
2017
Q1 		$1.33M Buy
10,220
+1,292
+14% +$167K 0.72% 37
2016
Q4 		$1.11M Buy
8,928
+15
+0.2% +$1.82K 0.63% 38
2016
Q3 		$1.07M Buy
8,913
+8
+0.1% +$962 0.63% 39
2016
Q2 		$1.04M Hold
8,905
– – 0.72% 36
2016
Q1 		$1.02M Sell
8,905
-50
-0.6% -$5.4K 0.67% 37
2015
Q4 		$1.01M Hold
8,955
– – 0.7% 39
2015
Q3 		$959K Hold
8,955
– – 0.7% 37
2015
Q2 		$1.04M Hold
8,955
– – 0.69% 37
2015
Q1 		$1.04M Buy
+8,955
New +$1.03M 0.68% 37

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

Starfire Investment Advisers increased its iShares Russell 1000 ETF (IWB) stake by 0.1% in Q2 2020, buying an estimated $1.29K and bringing the position to 8,224 shares worth $1.41M. The position accounts for 0.67% of the portfolio, ranked #41.

Starfire Investment Advisers first reported a position in IWB in Q1 2015 and has held it in 21 quarters since. The position peaked at $1.62M in Q4 2019. 797 funds tracked by Wall St. Rank hold IWB as of Q2 2020.

  • Starfire Investment Advisers held 8,224 shares of iShares Russell 1000 ETF worth $1.41M as of Q2 2020.
  • Starfire Investment Advisers bought 8 iShares Russell 1000 ETF shares in Q2 2020, an estimated $1.29K.
  • iShares Russell 1000 ETF made up 0.67% of Starfire Investment Advisers's portfolio in Q2 2020, its #41 holding.
  • Starfire Investment Advisers first reported a position in iShares Russell 1000 ETF in Q1 2015 and has held it in 21 quarters since.
  • Starfire Investment Advisers's iShares Russell 1000 ETF position peaked at $1.62M in Q4 2019.
  • 797 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2020.

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