Starfire Investment Advisers’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-2,938	Closed	-$250K	–	148
2018 Q3	$250K	Hold	2,938	–	–	0.12%	117
2018 Q2	$230K	Buy	+2,938	New	+$225K	0.12%	130

Other funds holding IWY

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

PFG

Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return

Starfire Investment Advisers's IWY Position: Q4 2018 in Review

Starfire Investment Advisers sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2018, closing a stake of 2,938 shares — an estimated $250K sold.

Starfire Investment Advisers first reported a position in IWY in Q2 2018 and held it in 2 quarters. The position peaked at $250K in Q3 2018. 99 funds tracked by Wall St. Rank hold IWY as of Q4 2018.

Starfire Investment Advisers reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2018 after selling out during the quarter.
Starfire Investment Advisers sold 2,938 iShares Russell Top 200 Growth ETF shares in Q4 2018, an estimated $250K.
Starfire Investment Advisers first reported a position in iShares Russell Top 200 Growth ETF in Q2 2018 and held it in 2 quarters.
Starfire Investment Advisers's iShares Russell Top 200 Growth ETF position peaked at $250K in Q3 2018.
99 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2018.

Based on Starfire Investment Advisers's 13F filing for Q4 2018, filed 6 Feb 2019.