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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$366K	Sell	5,213 -1,938	-27%	-$139K	0.12%	85
2020 Q2	$488K	Buy	7,151 +4,033	+129%	+$255K	0.18%	70
2020 Q1	$175K	Hold	3,118	–	–	0.08%	118
2019 Q4	$261K	Hold	3,118	–	–	0.1%	107
2019 Q3	$243K	Hold	3,118	–	–	0.12%	97
2019 Q2	$244K	Sell	3,118 -452	-13%	-$35.1K	0.11%	105
2019 Q1	$275K	Hold	3,570	–	–	0.13%	94
2018 Q4	$247K	Buy	3,570 +3,170	+793%	+$245K	0.12%	92
2018 Q3	$35K	Buy	+400	New	+$35K	0.02%	362
2017 Q3	–	Sell	-114	Closed	-$8K	–	673
2017 Q2	$8K	Buy	+114	New	+$7.89K	﹤0.01%	548

Other funds holding IJR

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

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

Shine Investment Advisory Services reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 27% in Q3 2020, selling an estimated $139K and leaving 5,213 shares worth $366K. The position accounts for 0.12% of the portfolio, ranked #85.

Shine Investment Advisory Services first reported a position in IJR in Q2 2017 and has held it in 10 quarters since. The position peaked at $488K in Q2 2020. 1,454 funds tracked by Wall St. Rank hold IJR as of Q3 2020.

Shine Investment Advisory Services held 5,213 shares of iShares Core S&P Small-Cap ETF worth $366K as of Q3 2020.
Shine Investment Advisory Services sold 1,938 iShares Core S&P Small-Cap ETF shares in Q3 2020, an estimated $139K.
iShares Core S&P Small-Cap ETF made up 0.12% of Shine Investment Advisory Services's portfolio in Q3 2020, its #85 holding.
Shine Investment Advisory Services first reported a position in iShares Core S&P Small-Cap ETF in Q2 2017 and has held it in 10 quarters since.
Shine Investment Advisory Services's iShares Core S&P Small-Cap ETF position peaked at $488K in Q2 2020.
1,454 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2020.

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