SIA
IWD icon

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

Starfire Investment Advisers’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$2.61M Buy
23,151
+112
+0.5% +$12.3K 1.24% 20
2020
Q1 		$2.29M Sell
23,039
-571
-2% -$71.2K 1.26% 22
2019
Q4 		$3.22M Sell
23,610
-387
-2% -$51K 1.23% 23
2019
Q3 		$3.08M Buy
23,997
+310
+1% +$39.4K 1.26% 21
2019
Q2 		$3.01M Buy
23,687
+131
+0.6% +$16.4K 1.35% 20
2019
Q1 		$2.91M Buy
23,556
+39
+0.2% +$4.69K 1.34% 20
2018
Q4 		$2.61M Buy
23,517
+2,564
+12% +$307K 1.41% 18
2018
Q3 		$2.65M Sell
20,953
-2,814
-12% -$353K 1.32% 21
2018
Q2 		$2.88M Sell
23,767
-1,610
-6% -$196K 1.46% 17
2018
Q1 		$3.04M Buy
25,377
+20,877
+464% +$2.6M 1.58% 17
2017
Q4 		$560K Sell
4,500
-42,969
-91% -$5.21M 0.45% 65
2017
Q3 		$5.63M Buy
47,469
+21
+0% +$2.45K 3.41% 7
2017
Q2 		$5.52M Buy
47,448
+1,515
+3% +$174K 3.23% 7
2017
Q1 		$5.24M Buy
45,933
+1,818
+4% +$208K 2.82% 8
2016
Q4 		$4.94M Sell
44,115
-210
-0.5% -$22.7K 2.82% 8
2016
Q3 		$4.68M Buy
44,325
+66
+0.1% +$6.96K 2.77% 8
2016
Q2 		$4.57M Hold
44,259
– – 3.15% 7
2016
Q1 		$4.37M Buy
44,259
+4,040
+10% +$378K 2.87% 8
2015
Q4 		$3.94M Buy
40,219
+330
+0.8% +$32.8K 2.7% 9
2015
Q3 		$3.72M Hold
39,889
– – 2.72% 9
2015
Q2 		$4.11M Buy
39,889
+755
+2% +$79.2K 2.72% 10
2015
Q1 		$4.03M Buy
+39,134
New +$4.06M 2.64% 10

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Starfire Investment Advisers increased its iShares Russell 1000 Value ETF (IWD) stake by 0.49% in Q2 2020, buying an estimated $12.3K and bringing the position to 23,151 shares worth $2.61M. The position accounts for 1.24% of the portfolio, ranked #20.

Starfire Investment Advisers first reported a position in IWD in Q1 2015 and has held it in 22 quarters since. The position peaked at $5.63M in Q3 2017. 988 funds tracked by Wall St. Rank hold IWD as of Q2 2020.

  • Starfire Investment Advisers held 23,151 shares of iShares Russell 1000 Value ETF worth $2.61M as of Q2 2020.
  • Starfire Investment Advisers bought 112 iShares Russell 1000 Value ETF shares in Q2 2020, an estimated $12.3K.
  • iShares Russell 1000 Value ETF made up 1.24% of Starfire Investment Advisers's portfolio in Q2 2020, its #20 holding.
  • Starfire Investment Advisers first reported a position in iShares Russell 1000 Value ETF in Q1 2015 and has held it in 22 quarters since.
  • Starfire Investment Advisers's iShares Russell 1000 Value ETF position peaked at $5.63M in Q3 2017.
  • 988 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2020.

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