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

Shine Investment Advisory Services’s Portfolio IJK Stock Details IJK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-124
Closed -$6K – 672
2017
Q2 		$6K Buy
+124
New +$6.03K ﹤0.01% 587

Other funds holding IJK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Shine Investment Advisory Services's IJK Position: Q3 2017 in Review

Shine Investment Advisory Services sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2017, closing a stake of 124 shares — an estimated $6K sold.

Shine Investment Advisory Services first reported a position in IJK in Q2 2017 and held it in 1 quarter. The position peaked at $6K in Q2 2017. 414 funds tracked by Wall St. Rank hold IJK as of Q3 2017.

  • Shine Investment Advisory Services reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2017 after selling out during the quarter.
  • Shine Investment Advisory Services sold 124 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2017, an estimated $6K.
  • Shine Investment Advisory Services first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2017 and held it in 1 quarter.
  • Shine Investment Advisory Services's iShares S&P Mid-Cap 400 Growth ETF position peaked at $6K in Q2 2017.
  • 414 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2017.

Based on Shine Investment Advisory Services's 13F filing for Q3 2017, filed 1 Nov 2017.