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

Starfire Investment Advisers’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$573K Hold
10,698
– – 0.27% 88
2020
Q1 		$461K Sell
10,698
-48
-0.4% -$2.64K 0.25% 92
2019
Q4 		$640K Hold
10,746
– – 0.24% 91
2019
Q3 		$601K Buy
10,746
+530
+5% +$29.6K 0.25% 88
2019
Q2 		$570K Sell
10,216
-108
-1% -$5.92K 0.25% 88
2019
Q1 		$556K Hold
10,324
– – 0.26% 90
2018
Q4 		$479K Buy
10,324
+4,692
+83% +$237K 0.26% 86
2018
Q3 		$310K Sell
5,632
-4,920
-47% -$270K 0.15% 104
2018
Q2 		$559K Hold
10,552
– – 0.28% 80
2018
Q1 		$544K Buy
+10,552
New +$556K 0.28% 78
2017
Q4 		– Sell
-10,552
Closed -$520K – 193
2017
Q3 		$520K Hold
10,552
– – 0.32% 66
2017
Q2 		$506K Buy
10,552
+252
+2% +$11.9K 0.3% 76
2017
Q1 		$478K Hold
10,300
– – 0.26% 82
2016
Q4 		$461K Sell
10,300
-280
-3% -$12.2K 0.26% 79
2016
Q3 		$461K Hold
10,580
– – 0.27% 79
2016
Q2 		$445K Buy
10,580
+124
+1% +$5.12K 0.31% 72
2016
Q1 		$426K Buy
10,456
+920
+10% +$35K 0.28% 79
2015
Q4 		$382K Buy
9,536
+240
+3% +$9.78K 0.26% 86
2015
Q3 		$362K Buy
9,296
+480
+5% +$19.9K 0.26% 89
2015
Q2 		$375K Buy
8,816
+800
+10% +$34.8K 0.25% 91
2015
Q1 		$347K Buy
+8,016
New +$341K 0.23% 96

Other funds holding IWR

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Starfire Investment Advisers held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2020 at 10,698 shares worth $573K. The position accounts for 0.27% of the portfolio, ranked #88.

Starfire Investment Advisers first reported a position in IWR in Q1 2015 and has held it in 21 quarters since. The position peaked at $640K in Q4 2019. 833 funds tracked by Wall St. Rank hold IWR as of Q2 2020.

  • Starfire Investment Advisers held 10,698 shares of iShares Russell Mid-Cap ETF worth $573K as of Q2 2020.
  • Starfire Investment Advisers left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2020.
  • iShares Russell Mid-Cap ETF made up 0.27% of Starfire Investment Advisers's portfolio in Q2 2020, its #88 holding.
  • Starfire Investment Advisers first reported a position in iShares Russell Mid-Cap ETF in Q1 2015 and has held it in 21 quarters since.
  • Starfire Investment Advisers's iShares Russell Mid-Cap ETF position peaked at $640K in Q4 2019.
  • 833 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2020.

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