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Starfire Investment Advisers’s iShares Russell 2000 Value ETF IWN Stock Holding History

Starfire Investment Advisers’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$301K Buy
3,094
+24
+0.8% +$2.18K 0.14% 131
2020
Q1 		$251K Hold
3,070
– – 0.14% 126
2019
Q4 		$394K Buy
3,070
+25
+0.8% +$3.09K 0.15% 121
2019
Q3 		$363K Hold
3,045
– – 0.15% 122
2019
Q2 		$366K Buy
3,045
+11
+0.4% +$1.33K 0.16% 112
2019
Q1 		$363K Buy
3,034
+10
+0.3% +$1.2K 0.17% 113
2018
Q4 		$325K Buy
3,024
+521
+21% +$62.7K 0.18% 112
2018
Q3 		$332K Sell
2,503
-489
-16% -$65.9K 0.16% 98
2018
Q2 		$394K Hold
2,992
– – 0.2% 101
2018
Q1 		$364K Sell
2,992
-17,247
-85% -$2.16M 0.19% 101
2017
Q4 		$2.54M Buy
20,239
+17,082
+541% +$2.14M 2.04% 11
2017
Q3 		$391K Buy
3,157
+12
+0.4% +$1.41K 0.24% 78
2017
Q2 		$373K Hold
3,145
– – 0.22% 90
2017
Q1 		$365K Sell
3,145
-63
-2% -$7.47K 0.2% 94
2016
Q4 		$382K Buy
3,208
+21
+0.7% +$2.32K 0.22% 92
2016
Q3 		$334K Buy
3,187
+12
+0.4% +$1.23K 0.2% 100
2016
Q2 		$309K Hold
3,175
– – 0.21% 98
2016
Q1 		$296K Sell
3,175
-220
-6% -$19.1K 0.19% 103
2015
Q4 		$312K Buy
3,395
+425
+14% +$40.4K 0.21% 99
2015
Q3 		$268K Sell
2,970
-220
-7% -$21.1K 0.2% 108
2015
Q2 		$325K Hold
3,190
– – 0.22% 98
2015
Q1 		$329K Buy
+3,190
New +$322K 0.22% 99

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

Starfire Investment Advisers increased its iShares Russell 2000 Value ETF (IWN) stake by 0.78% in Q2 2020, buying an estimated $2.18K and bringing the position to 3,094 shares worth $301K. The position accounts for 0.14% of the portfolio, ranked #131.

Starfire Investment Advisers first reported a position in IWN in Q1 2015 and has held it in 22 quarters since. The position peaked at $2.54M in Q4 2017. 632 funds tracked by Wall St. Rank hold IWN as of Q2 2020.

  • Starfire Investment Advisers held 3,094 shares of iShares Russell 2000 Value ETF worth $301K as of Q2 2020.
  • Starfire Investment Advisers bought 24 iShares Russell 2000 Value ETF shares in Q2 2020, an estimated $2.18K.
  • iShares Russell 2000 Value ETF made up 0.14% of Starfire Investment Advisers's portfolio in Q2 2020, its #131 holding.
  • Starfire Investment Advisers first reported a position in iShares Russell 2000 Value ETF in Q1 2015 and has held it in 22 quarters since.
  • Starfire Investment Advisers's iShares Russell 2000 Value ETF position peaked at $2.54M in Q4 2017.
  • 632 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2020.

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