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

Starfire Investment Advisers’s Portfolio IWS Stock Details IWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$959K	Buy	12,540 +41	+0.3%	+$2.98K	0.46%	57
2020 Q1	$801K	Hold	12,499	–	–	0.44%	59
2019 Q4	$1.18M	Buy	12,499 +31	+0.2%	+$2.83K	0.45%	54
2019 Q3	$1.12M	Hold	12,468	–	–	0.46%	53
2019 Q2	$1.11M	Buy	12,468 +14	+0.1%	+$1.23K	0.5%	48
2019 Q1	$1.08M	Buy	12,454 +13	+0.1%	+$1.1K	0.5%	48
2018 Q4	$949K	Buy	12,441 +1,062	+9%	+$88.8K	0.51%	46
2018 Q3	$1.03M	Sell	11,379 -10,131	-47%	-$917K	0.51%	43
2018 Q2	$1.9M	Sell	21,510 -2,050	-9%	-$180K	0.96%	26
2018 Q1	$2.04M	Buy	+23,560	New	+$2.09M	1.06%	26
2017 Q4	–	Sell	-22,806	Closed	-$1.94M	–	194
2017 Q3	$1.94M	Buy	22,806 +62	+0.3%	+$5.2K	1.17%	22
2017 Q2	$1.91M	Buy	22,744 +250	+1%	+$20.8K	1.12%	24
2017 Q1	$1.86M	Buy	22,494 +51	+0.2%	+$4.21K	1%	26
2016 Q4	$1.81M	Buy	22,443 +128	+0.6%	+$9.97K	1.03%	26
2016 Q3	$1.71M	Buy	22,315 +63	+0.3%	+$4.8K	1.01%	27
2016 Q2	$1.65M	Hold	22,252	–	–	1.14%	25
2016 Q1	$1.58M	Hold	22,252	–	–	1.04%	25
2015 Q4	$1.53M	Sell	22,252 -200	-0.9%	-$14.1K	1.05%	24
2015 Q3	$1.51M	Sell	22,452 -2,035	-8%	-$145K	1.1%	24
2015 Q2	$1.81M	Buy	24,487 +400	+2%	+$30.1K	1.2%	22
2015 Q1	$1.81M	Buy	+24,087	New	+$1.8M	1.19%	22

Other funds holding IWS

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Starfire Investment Advisers increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.33% in Q2 2020, buying an estimated $2.98K and bringing the position to 12,540 shares worth $959K. The position accounts for 0.46% of the portfolio, ranked #57.

Starfire Investment Advisers first reported a position in IWS in Q1 2015 and has held it in 21 quarters since. The position peaked at $2.04M in Q1 2018. 542 funds tracked by Wall St. Rank hold IWS as of Q2 2020.

Starfire Investment Advisers held 12,540 shares of iShares Russell Mid-Cap Value ETF worth $959K as of Q2 2020.
Starfire Investment Advisers bought 41 iShares Russell Mid-Cap Value ETF shares in Q2 2020, an estimated $2.98K.
iShares Russell Mid-Cap Value ETF made up 0.46% of Starfire Investment Advisers's portfolio in Q2 2020, its #57 holding.
Starfire Investment Advisers first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2015 and has held it in 21 quarters since.
Starfire Investment Advisers's iShares Russell Mid-Cap Value ETF position peaked at $2.04M in Q1 2018.
542 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2020.

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