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Starfire Investment Advisers’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Starfire Investment Advisers’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$1.44M Hold
6,948
– – 0.69% 40
2020
Q1 		$1.1M Sell
6,948
-441
-6% -$87.6K 0.6% 46
2019
Q4 		$1.58M Hold
7,389
– – 0.6% 44
2019
Q3 		$1.42M Sell
7,389
-445
-6% -$88.2K 0.58% 42
2019
Q2 		$1.57M Hold
7,834
– – 0.7% 37
2019
Q1 		$1.54M Sell
7,834
-82
-1% -$15.6K 0.71% 37
2018
Q4 		$1.33M Buy
7,916
+1,915
+32% +$357K 0.72% 39
2018
Q3 		$1.29M Sell
6,001
-1,915
-24% -$408K 0.64% 36
2018
Q2 		$1.62M Sell
7,916
-160
-2% -$32K 0.82% 31
2018
Q1 		$1.54M Buy
+8,076
New +$1.55M 0.8% 33
2017
Q4 		– Sell
-8,255
Closed -$1.48M – 191
2017
Q3 		$1.48M Sell
8,255
-202
-2% -$34.3K 0.9% 28
2017
Q2 		$1.43M Buy
8,457
+210
+3% +$34.6K 0.84% 31
2017
Q1 		$1.31M Hold
8,247
– – 0.7% 38
2016
Q4 		$1.27M Buy
8,247
+190
+2% +$28.4K 0.72% 36
2016
Q3 		$1.2M Buy
8,057
+200
+3% +$29.1K 0.71% 36
2016
Q2 		$1.08M Sell
7,857
-250
-3% -$33.7K 0.74% 34
2016
Q1 		$1.08M Sell
8,107
-90
-1% -$11.2K 0.71% 35
2015
Q4 		$1.14M Buy
8,197
+275
+3% +$39K 0.78% 35
2015
Q3 		$1.06M Buy
7,922
+130
+2% +$19.3K 0.78% 35
2015
Q2 		$1.2M Buy
7,792
+1,005
+15% +$154K 0.8% 33
2015
Q1 		$1.03M Buy
+6,787
New +$989K 0.67% 39

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

Starfire Investment Advisers held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2020 at 6,948 shares worth $1.44M. The position accounts for 0.69% of the portfolio, ranked #40.

Starfire Investment Advisers first reported a position in IWO in Q1 2015 and has held it in 21 quarters since. The position peaked at $1.62M in Q2 2018. 660 funds tracked by Wall St. Rank hold IWO as of Q2 2020.

  • Starfire Investment Advisers held 6,948 shares of iShares Russell 2000 Growth ETF worth $1.44M as of Q2 2020.
  • Starfire Investment Advisers left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2020.
  • iShares Russell 2000 Growth ETF made up 0.69% of Starfire Investment Advisers's portfolio in Q2 2020, its #40 holding.
  • Starfire Investment Advisers first reported a position in iShares Russell 2000 Growth ETF in Q1 2015 and has held it in 21 quarters since.
  • Starfire Investment Advisers's iShares Russell 2000 Growth ETF position peaked at $1.62M in Q2 2018.
  • 660 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2020.

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