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SIA
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
Shares
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
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25.57%
1-Year Est. Return
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$208B AUM
16.12%
1-Year Est. Return
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$1.37T AUM
24.88%
1-Year Est. Return
TF
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$27.6B AUM
14.26%
1-Year Est. Return
Wells Fargo
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$530B AUM
22.01%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
TAIM
TD Ameritrade Investment Management
Omaha, Nebraska
$9.4B AUM
7.2%
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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