Shine Investment Advisory Services’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$766K	Sell	12,518 -734	-6%	-$46.1K	0.26%	52
2020 Q2	$798K	Sell	13,252 -27,164	-67%	-$1.52M	0.29%	49
2020 Q1	$2.02M	Buy	40,416 +31,640	+361%	+$2.19M	0.94%	19
2019 Q4	$706K	Buy	8,776 +84	+1%	+$6.51K	0.28%	56
2019 Q3	$653K	Hold	8,692	–	–	0.31%	51
2019 Q2	$646K	Buy	8,692 +30	+0.3%	+$2.23K	0.3%	53
2019 Q1	$639K	Buy	8,662 +34	+0.4%	+$2.51K	0.3%	54
2018 Q4	$569K	Buy	8,628 +72	+0.8%	+$5.34K	0.28%	55
2018 Q3	$714K	Buy	8,556 +26	+0.3%	+$2.2K	0.38%	45
2018 Q2	$696K	Hold	8,530	–	–	0.36%	45
2018 Q1	$643K	Sell	8,530 -710	-8%	-$54.6K	0.34%	44
2017 Q4	$710K	Buy	9,240 +580	+7%	+$43.7K	0.35%	42
2017 Q3	$642K	Buy	8,660 +24	+0.3%	+$1.67K	0.33%	46
2017 Q2	$604K	Hold	8,636	–	–	0.31%	45
2017 Q1	$5.6M	Buy	+8,636	New	+$601K	3.7%	8

Other funds holding IJS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

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

Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

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

Shine Investment Advisory Services reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 5.5% in Q3 2020, selling an estimated $46.1K and leaving 12,518 shares worth $766K. The position accounts for 0.26% of the portfolio, ranked #52.

Shine Investment Advisory Services first reported a position in IJS in Q1 2017 and has held it in 15 quarters since. The position peaked at $5.6M in Q1 2017. 477 funds tracked by Wall St. Rank hold IJS as of Q3 2020.

Shine Investment Advisory Services held 12,518 shares of iShares S&P Small-Cap 600 Value ETF worth $766K as of Q3 2020.
Shine Investment Advisory Services sold 734 iShares S&P Small-Cap 600 Value ETF shares in Q3 2020, an estimated $46.1K.
iShares S&P Small-Cap 600 Value ETF made up 0.26% of Shine Investment Advisory Services's portfolio in Q3 2020, its #52 holding.
Shine Investment Advisory Services first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2017 and has held it in 15 quarters since.
Shine Investment Advisory Services's iShares S&P Small-Cap 600 Value ETF position peaked at $5.6M in Q1 2017.
477 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2020.

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