Shine Investment Advisory Services’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-1,070	Closed	-$59K	–	748
2020 Q1	$59K	Hold	1,070	–	–	0.03%	247
2019 Q4	$91K	Hold	1,070	–	–	0.04%	228
2019 Q3	$86K	Hold	1,070	–	–	0.04%	210
2019 Q2	$85K	Hold	1,070	–	–	0.04%	209
2019 Q1	$84K	Hold	1,070	–	–	0.04%	213
2018 Q4	$74K	Sell	1,070 -260	-20%	-$19.9K	0.04%	214
2018 Q3	$111K	Hold	1,330	–	–	0.06%	167
2018 Q2	$108K	Hold	1,330	–	–	0.06%	166
2018 Q1	$103K	Hold	1,330	–	–	0.05%	169
2017 Q4	$106K	Hold	1,330	–	–	0.05%	168
2017 Q3	$102K	Sell	1,330 -76	-5%	-$5.64K	0.05%	165
2017 Q2	$104K	Buy	+1,406	New	+$104K	0.05%	145

Other funds holding IJJ

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Shine Investment Advisory Services's IJJ Position: Q2 2020 in Review

Shine Investment Advisory Services sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2020, closing a stake of 1,070 shares — an estimated $59K sold.

Shine Investment Advisory Services first reported a position in IJJ in Q2 2017 and held it in 12 quarters. The position peaked at $111K in Q3 2018. 452 funds tracked by Wall St. Rank hold IJJ as of Q2 2020.

Shine Investment Advisory Services reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2020 after selling out during the quarter.
Shine Investment Advisory Services sold 1,070 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2020, an estimated $59K.
Shine Investment Advisory Services first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2017 and held it in 12 quarters.
Shine Investment Advisory Services's iShares S&P Mid-Cap 400 Value ETF position peaked at $111K in Q3 2018.
452 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2020.

Based on Shine Investment Advisory Services's 13F filing for Q2 2020, filed 29 Jul 2020.