Shine Investment Advisory Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Shine Investment Advisory Services’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$14.7M	Buy	397,530 +1,930	+0.5%	+$72.2K	4.99%	6
2020 Q2	$14.1M	Buy	395,600 +23,110	+6%	+$767K	5.14%	6
2020 Q1	$10.7M	Buy	372,490 +120,915	+48%	+$4.5M	4.97%	5
2019 Q4	$10.4M	Buy	251,575 +195,045	+345%	+$7.73M	4.13%	4
2019 Q3	$2.19M	Buy	56,530 +2,175	+4%	+$83.6K	1.04%	19
2019 Q2	$2.11M	Buy	54,355 +50	+0.1%	+$1.92K	0.98%	20
2019 Q1	$2.06M	Sell	54,305 -14,765	-21%	-$545K	0.95%	20
2018 Q4	$2.29M	Buy	69,070 +25,240	+58%	+$921K	1.13%	20
2018 Q3	$1.76M	Buy	43,830 +2,025	+5%	+$81.4K	0.93%	18
2018 Q2	$1.63M	Buy	41,805 +2,410	+6%	+$93.1K	0.83%	19
2018 Q1	$1.48M	Buy	39,395 +35	+0.1%	+$1.34K	0.78%	19
2017 Q4	$1.49M	Buy	39,360 +410	+1%	+$15.2K	0.74%	20
2017 Q3	$1.39M	Buy	38,950 +60	+0.2%	+$2.09K	0.73%	20
2017 Q2	$1.35M	Buy	38,890 +12,750	+49%	+$440K	0.69%	20
2017 Q1	$895K	Buy	+26,140	New	+$890K	0.59%	30

Other funds holding IJH

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Shine Investment Advisory Services's IJH Position: Q3 2020 in Review

Shine Investment Advisory Services increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.49% in Q3 2020, buying an estimated $72.2K and bringing the position to 397,530 shares worth $14.7M. The position accounts for 4.99% of the portfolio, ranked #6.

Shine Investment Advisory Services first reported a position in IJH in Q1 2017 and has held it in 15 quarters since. 1,397 funds tracked by Wall St. Rank hold IJH as of Q3 2020.

Shine Investment Advisory Services held 397,530 shares of iShares Core S&P Mid-Cap ETF worth $14.7M as of Q3 2020.
Shine Investment Advisory Services bought 1,930 iShares Core S&P Mid-Cap ETF shares in Q3 2020, an estimated $72.2K.
iShares Core S&P Mid-Cap ETF made up 4.99% of Shine Investment Advisory Services's portfolio in Q3 2020, its #6 holding.
Shine Investment Advisory Services first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2017 and has held it in 15 quarters since.
1,397 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.