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Starfire Investment Advisers’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Starfire Investment Advisers’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$2.37M Sell
29,934
-2,936
-9% -$213K 1.13% 21
2020
Q1 		$2M Sell
32,870
-3,154
-9% -$230K 1.1% 24
2019
Q4 		$2.75M Sell
36,024
-634
-2% -$46.5K 1.05% 27
2019
Q3 		$2.59M Sell
36,658
-442
-1% -$31.8K 1.06% 29
2019
Q2 		$2.65M Sell
37,100
-844
-2% -$58.7K 1.18% 24
2019
Q1 		$2.57M Sell
37,944
-98
-0.3% -$6.29K 1.18% 24
2018
Q4 		$2.16M Buy
38,042
+1,332
+4% +$81K 1.16% 25
2018
Q3 		$2.49M Sell
36,710
-37,932
-51% -$2.52M 1.24% 23
2018
Q2 		$4.73M Buy
74,642
+390
+0.5% +$24.5K 2.39% 9
2018
Q1 		$4.56M Buy
+74,252
New +$4.64M 2.38% 9
2017
Q4 		– Sell
-59,476
Closed -$3.37M – 192
2017
Q3 		$3.37M Sell
59,476
-128
-0.2% -$7.02K 2.04% 14
2017
Q2 		$3.22M Buy
59,604
+920
+2% +$49K 1.89% 15
2017
Q1 		$3M Sell
58,684
-218
-0.4% -$11.1K 1.62% 18
2016
Q4 		$2.87M Sell
58,902
-650
-1% -$31.3K 1.64% 18
2016
Q3 		$2.9M Buy
59,552
+3,122
+6% +$151K 1.71% 15
2016
Q2 		$2.64M Buy
56,430
+2,460
+5% +$114K 1.82% 14
2016
Q1 		$2.49M Buy
53,970
+6,910
+15% +$298K 1.63% 18
2015
Q4 		$2.16M Buy
47,060
+1,000
+2% +$46.5K 1.49% 19
2015
Q3 		$2.04M Hold
46,060
– – 1.49% 18
2015
Q2 		$2.23M Hold
46,060
– – 1.48% 18
2015
Q1 		$2.26M Buy
+46,060
New +$2.2M 1.48% 19

Other funds holding IWP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AFIMH
American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Starfire Investment Advisers reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 8.9% in Q2 2020, selling an estimated $213K and leaving 29,934 shares worth $2.37M. The position accounts for 1.13% of the portfolio, ranked #21.

Starfire Investment Advisers first reported a position in IWP in Q1 2015 and has held it in 21 quarters since. The position peaked at $4.73M in Q2 2018. 688 funds tracked by Wall St. Rank hold IWP as of Q2 2020.

  • Starfire Investment Advisers held 29,934 shares of iShares Russell Mid-Cap Growth ETF worth $2.37M as of Q2 2020.
  • Starfire Investment Advisers sold 2,936 iShares Russell Mid-Cap Growth ETF shares in Q2 2020, an estimated $213K.
  • iShares Russell Mid-Cap Growth ETF made up 1.13% of Starfire Investment Advisers's portfolio in Q2 2020, its #21 holding.
  • Starfire Investment Advisers first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2015 and has held it in 21 quarters since.
  • Starfire Investment Advisers's iShares Russell Mid-Cap Growth ETF position peaked at $4.73M in Q2 2018.
  • 688 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2020.

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