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

Shine Investment Advisory Services’s Portfolio IJT Stock Details IJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$1.44M Sell
16,318
-3,160
-16% -$283K 0.49% 28
2020
Q2 		$1.65M Sell
19,478
-9,596
-33% -$748K 0.6% 26
2020
Q1 		$2M Sell
29,074
-3,096
-10% -$273K 0.93% 20
2019
Q4 		$3.11M Sell
32,170
-834
-3% -$77K 1.24% 20
2019
Q3 		$2.94M Sell
33,004
-294
-0.9% -$26.5K 1.39% 15
2019
Q2 		$3.04M Sell
33,298
-40
-0.1% -$3.6K 1.41% 15
2019
Q1 		$2.98M Sell
33,338
-88
-0.3% -$7.78K 1.38% 16
2018
Q4 		$2.7M Sell
33,426
-298
-0.9% -$26.5K 1.33% 18
2018
Q3 		$3.4M Sell
33,724
-496
-1% -$49.9K 1.79% 10
2018
Q2 		$3.23M Sell
34,220
-398
-1% -$36.5K 1.65% 13
2018
Q1 		$3.01M Sell
34,618
-26
-0.1% -$2.27K 1.6% 12
2017
Q4 		$2.95M Sell
34,644
-332
-0.9% -$27.8K 1.47% 13
2017
Q3 		$2.88M Sell
34,976
-1,130
-3% -$88.1K 1.5% 13
2017
Q2 		$2.81M Sell
36,106
-936
-3% -$72K 1.43% 14
2017
Q1 		$2.83M Sell
37,042
-1,218
-3% -$92.3K 1.87% 15
2016
Q4 		$2.87M Buy
38,260
+10
+0% +$705 2.37% 11
2016
Q3 		$2.62M Sell
38,250
-516
-1% -$34.8K 2.32% 11
2016
Q2 		$2.49M Sell
38,766
-120
-0.3% -$7.54K 2.86% 11
2016
Q1 		$2.42M Buy
+38,886
New +$2.27M 2.72% 12

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Shine Investment Advisory Services reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 16% in Q3 2020, selling an estimated $283K and leaving 16,318 shares worth $1.44M. The position accounts for 0.49% of the portfolio, ranked #28.

Shine Investment Advisory Services first reported a position in IJT in Q1 2016 and has held it in 19 quarters since. The position peaked at $3.4M in Q3 2018. 475 funds tracked by Wall St. Rank hold IJT as of Q3 2020.

  • Shine Investment Advisory Services held 16,318 shares of iShares S&P Small-Cap 600 Growth ETF worth $1.44M as of Q3 2020.
  • Shine Investment Advisory Services sold 3,160 iShares S&P Small-Cap 600 Growth ETF shares in Q3 2020, an estimated $283K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.49% of Shine Investment Advisory Services's portfolio in Q3 2020, its #28 holding.
  • Shine Investment Advisory Services first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2016 and has held it in 19 quarters since.
  • Shine Investment Advisory Services's iShares S&P Small-Cap 600 Growth ETF position peaked at $3.4M in Q3 2018.
  • 475 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q3 2020.

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